Nollenberger Mccullough Investment Advisors Llc
- Regulatory AUM
- $81.4M
- Discretionary
- $81.4M
- Clients
- 72
- Avg AUM / client
- $1.1M
- Accounts
- 72
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 67 | $70.0M | 85.9% |
| Pension and profit sharing plans | 5 | $11.4M | 14.1% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Blomquist, Herbert, Theodore | Member | Oct 2012 (14y) | 5% – 10% | |
| Fleming, Andrew, Elliot | Member | Oct 2012 (14y) | Less than 5% | |
| Susnow, Lawrence, Irving | Member | Oct 2012 (14y) | Less than 5% | |
| Bruce Weston Nollenberger | Managing Member | Oct 2020 (6y) | 50% – 75% | |
| Mitchell, George, Rothwell | Member | Oct 2020 (6y) | Less than 5% | |
| Nollenberger, Barton, Jeffrey | Member | Oct 2020 (6y) | Less than 5% | |
| Susnow, Rita, Catherine | Member | Oct 2020 (6y) | Less than 5% | |
| Wiatrak, Leon, Adam | Member | Oct 2020 (6y) | 25% – 50% | |
| Hill, Rustin, Edwin | Member | Nov 2020 (6y) | Less than 5% | |
| Maryann Ferguson Harrison | Cco | Jan 2021 (6y) | Less than 5% | |
| Peter Thomas Perez | Associate Chief Compliance Office | Jan 2021 (6y) | Less than 5% | |
| Blake Weston Nollenberger | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 20% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/05/2026 | 1.06 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $79.5M (100% 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: Sep 21, 2026.
View current Form ADV (SEC/IAPD) ↗