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David George Halling

Investment adviser representative at Nich Capital Partners, Inc.
12 yearsExperience
1 stateRegistered in
$148MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Nich Capital Partners, Inc.Oct 2015 to now
  2. Alaska Trust CompanyOct 2014 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1989
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (CA).

Nich Capital Partners, Inc.

$148MAssets managed
69Clients
2Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1839576
Firm CRD
159260
Advisor's SEC record (opens in a new tab)
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