The Nemes Rush Group, Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 881
- Avg AUM / client
- $1.8M
- Accounts
- 3,041
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 418 | $117M | 7.25% |
| High net worth individuals | 341 | $1.3B | 81.6% |
| Pension and profit sharing plans | 66 | $134M | 8.28% |
| Charitable organizations | 8 | $4.4M | 0.27% |
| Corporations and other businesses | 48 | $42.0M | 2.59% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Louis Nemes | Member | CFP | Apr 2021 (5y) | 10% – 25% |
| Charles Louis Nemes | Managing Member | CFP | Apr 2021 (5y) | 25% – 50% |
| Christopher Charles Nemes | Chief Financial Officer/Member | Apr 2021 (5y) | 10% – 25% | |
| Timothy Patrick Rush | Chief Investment Officer/Member | Apr 2021 (5y) | 25% – 50% | |
| Millar, David, Russell | Chief Compliance Officer | Jun 2024 (2y) | Less than 5% | |
| Michael P Nemes | Registered representative | CFP | Aug 2021 (5y) | |
| Andrew Charles Nemes | Registered representative | Mar 2023 (3y) | ||
| Colleen Elizabeth Nemes | Registered representative | Sep 2023 (3y) | ||
| Tannar Martines | Registered representative | May 2026 (0y) | ||
| Logan Schmitt | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 30% 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) | 03/25/2026 | 1.02 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
Custody
Reported custodians
- Raymond James $1.5B (94% of AUM) Mar 2026
- Pershing $8.4M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗