NH
CFA
NH
CFA

Nicolas Hurst

5 Years of Experience
Houston, TX

Nicolas Hurst is a CFA-designated registered investment advisor at Caiman Capital Group LLC, based in Houston, TX, with 5 years of industry experience. Nicolas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fees are negotiable depending on the account value and complexity of work. Qualified clients may pay up to 0.5% of assets under management, plus a performance fee equal to 15% of capital appreciation above an 8% annual compounding hurdle. Performance fees are negotiable.

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

Houston, TX

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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
Caiman Capital Group LLC
December 2025 - Present · 5 mos
Previous Registrations
Avalon Investment & Advisory
November 2017 - March 2023 · 5 yrs 4 mos
Avalon Wealth Management LLCBroker
October 2017 - August 2018 · 10 mos
State Registrations1 state
TX
Advisor

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.
Nicolas Hurst - Financial Advisor | TrueAdvisor