# NICHOLAS CO INC

NICHOLAS CO INC of MILWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 108347
- Type: SEC-registered investment adviser
- SEC file number: 801-4658
- Location: 411 E. WISCONSIN AVE., STE 2100, MILWAUKEE, WI, 53202-4467
- Phone: 414-272-4650
- Latest filing: 2026-01-23
- Regulatory AUM: $6.1B
- Discretionary AUM: $6.1B
- Clients: 16
- Accounts: 13

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| David Owen Nicholas | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR, SHAREHOLDER | — |
| Lynn Sharon Nicholas | SHAREHOLDER | — |
| Lawrence John Pavelec | CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT, SECRETARY | — |
| Susan Nicholas Fasciano | SHAREHOLDER | — |
| Jennifer Rebecca Kloehn | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT, TREASURER | — |
| Christopher E O'Reilly | CHIEF TECHNOLOGY OFFICER, EXECUTIVE VICE PRESIDENT | — |
| K. Thor Lundgren | DIRECTOR | — |
| David John Lubar | DIRECTOR | — |
| NICHOLAS DAVID OWEN | CHIEF EXECUTIVE OFFICER, DIRECTOR; CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER; CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR, SHAREHOLDER (+3 more) | — |
| JOHNSON DAVID LINDEN | EXECUTIVE VICE PRESIDENT | — |
| MAY JEFFREY THOMAS | EXECUTIVE VICE PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER; SENIOR VICE PRESIDENT, TREASURER; SENIOR VICE PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | — |
| NICHOLAS LYNN SHARON | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT, SHAREHOLDER; SHAREHOLDER | — |
| EVANS KATHLEEN ANNE MCGURK | VICE PRESIDENT | — |
| GIESE MARK JOHN | VICE PRESIDENT | — |
| DELAET EARL RICHARD | ASSISTANT VICE PRESIDENT; VICE PRESIDENT | — |
| RUTLIN ANDREW BLAKE | ASSISTANT VICE PRESIDENT; VICE PRESIDENT | — |
| PAVELEC LAWRENCE JOHN | CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT, SECRETARY; CHIEF OPERATING OFFICER, SENIOR VICE PRESIDENT, SECRETARY; SENIOR VICE PRESIDENT | — |
| FASCIANO SUSAN NICHOLAS | SHAREHOLDER | — |
| NORTH RANDALL PATRICK | VICE PRESIDENT INSTITUTIONAL SALES | — |
| KLOEHN JENNIFER REBECCA | ASSISTANT VICE PRESIDENT; CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT, TREASURER; CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, TREASURER | — |
| O'REILLY CHRISTOPHER E | ASSISTANT VICE PRESIDENT; CHIEF TECHNOLOGY OFFICER; CHIEF TECHNOLOGY OFFICER, EXECUTIVE VICE PRESIDENT | — |
| LUNDGREN K THOR | DIRECTOR | — |
| LEICHTFUSS DAVID EDWARD | SECRETARY, DIRECTOR | — |
| SAEGER THOMAS | EXECUTIVE VICE PRESIDENT, ASSISTANT SECRETARY | — |
| HORTON WENDY | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108347/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108347/similar
- Related entities: https://search.stillhousedata.com/firm/108347/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108347

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.