Overview
Advisory Firm Description
Nixon Capital LLC (“Nixon Capital”, “Investment Manager,” or the “Firm”) has been in business since April 2008. The
principal owner is Ryan Matthew Nixon, CEO and Portfolio Manager (“Principal”). In addition, the firm’s executive
officers include Ray Nixon, Chairman, and Mercer Proctor, Chief Operating Officer and Chief Compliance Officer.
Types of Advisory Services
Nixon Capital provides investment supervisory services on a discretionary basis to separately managed accounts
(collectively the “Clients”) and to a pooled investment vehicle (a “Fund”). Nixon may provide these services to
separately managed accounts directly to its clients, or by engagement through other investment advisers as a
third-party money manager or a sub-adviser. Investment supervisory services include: (1) establishing the Clients’
investment objectives;
(2) buying or selling portfolio securities on behalf of the Clients and (3) periodically reporting
the current investment holdings, valuations, transactions, capital gains or losses, investment income and
performance. Please see the Fund documents for specific information on the Fund.
There are no material limitations on the markets or instruments in which the Firm may invest or the strategies the
Firm may employ. Investments are made according to a Clients’ objectives, and are not tailored or customized to
the individual Clients’ needs. Clients may impose restrictions on investing in certain securities or types of securities.
Client Assets under Management
As of December 31, 2023, the Firm had approximately $256.28 million of discretionary assets under management.
The Firm does not manage accounts on a non-discretionary basis.