Nixon Capital Llc
- Regulatory AUM
- $390M
- Discretionary
- $386M
- Clients
- 203
- Avg AUM / client
- $1.9M
- Accounts
- 236
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 199 | $365M | 93.6% |
| Pooled investment vehicles (non-investment companies) | 1 | $19.0M | 4.88% |
| Corporations and other businesses | 3 | $5.9M | 1.53% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $16.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Goshawk Global Fund Lp | Hedge Fund | Texas | $16.3M | 1 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan Matthew Nixon | Managing Member, Portfolio Manager | May 2008 (18y) | 50% – 75% | |
| Nixon, Joseph, Ray | Chairman | Sep 2019 (7y) | Less than 5% | |
| Proctor, Mercer, Leigh | Chief Compliance Officer, Chief Operations Officer | Oct 2023 (3y) | Less than 5% | |
| Alexander Gouws | Registered representative | Jul 2024 (2y) |
Undisclosed: 15% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $16.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Goshawk Global Fund Lp | Hedge Fund | $16.3M | $1.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $273M (70% of AUM) Jun 2026
- RBC $110M (28% of AUM) Jun 2026
- Btig, Llc $13.7M (6% of AUM) Mar 2022
- Pershing $6.7M (2% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗