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James Nickens

Msh Capital Advisors LLC
31 Years of Experience
Fishers, IN
Broker
View SEC Summary
View SEC Summary

James Nickens is a registered investment advisor at Msh Capital Advisors LLC, based in Fishers, IN, with 31 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 2,361 clients with $1.3B in assets under management.

Msh Capital Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
2,361 clients
Average Client Portfolio
$570K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual advisory fee is 2.50%. Actual rates are negotiated with your investment advisor and vary by strategy and program.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Fishers, IN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Msh Capital Advisors LLC
March 2026 - Present · 7 mos
M. S. Howells & CO.
November 2021 - Present · 4 yrs 11 mos
M. S. Howells & CO.Broker
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Axio Financial LLCBroker
May 2020 - September 2021 · 1 yr 4 mos
Navian Capital Securities LLCBroker
December 2017 - November 2021 · 3 yrs 11 mos
The Leaders Group, INC.Broker
July 2014 - December 2017 · 3 yrs 5 mos
Proequities, INC.Broker
August 2012 - July 2014 · 1 yr 11 mos
Key Investment Services LLCBroker
February 2006 - September 2011 · 5 yrs 7 mos
Key Investment Services LLC
February 2006 - December 2008 · 2 yrs 10 mos
Natcity Investments, INC.Broker
November 2003 - December 2005 · 2 yrs 1 mo
Fifth Third Securities, INC.Broker
July 1998 - September 2003 · 5 yrs 2 mos
Fifth Third Securities, INC.Broker
July 1997 - July 1998 · 1 yr
Banc One Securities CorporationBroker
November 1993 - May 1997 · 3 yrs 6 mos
John Hancock Distributors, INC.Broker
November 1992 - February 1993 · 3 mos
John Hancock Mutual Life Insurance CompanyBroker
November 1992 - February 1993 · 3 mos
State Registrations9 states
COILINMINMNYOHORWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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