James Nichols
Investment adviser representative at Avivar Capital, LLC
16 yearsExperience
1 stateRegistered in
$362.1MFirm assets
11 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.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Avivar Capital, LLCMay 2019 to now
- Balance Financial ManagementAug 2018 to Apr 2019
- Self EmployedMay 2017 to Apr 2019
- Foodbank of Santa Barbara CountyJul 2010 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Avivar Capital, LLC
Legal name: Avivar Advisors, LLC
$362.1MAssets managed
20Clients
10Advisers
11 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
- 7175899
- Firm CRD
- 215516