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Conus & Nicholson Inc (Kansas City)


Conus & Nicholson Inc is a large advisory firm based in Kansas City. It manages $44.92 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Kansas and Missouri.

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Conus & Nicholson provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Conus & Nicholson: assets under management

The assets under management (AUM) of Conus & Nicholson Inc is $44.92 million. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $43.81 million in discretionary accounts and $1.12 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $456.31 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $373.03 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Conus & Nicholson Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kansas City

The principal office where Conus & Nicholson Inc performs its advisory services is located at 800 W 47 Th St, Kansas City, MO 64112, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 816-931-5757 or by fax 816-531-0418. The normal business hours are 8:30am-4:30pm on Monday - Friday. You can find more information about the New York firm at www.jenvest.com.


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