Nicholas G. Schultz
Investment adviser representative at Private Capital Management
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
13 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Private Capital Management, LLCDec 2023 to now
- Carnes Capital CorporationDec 2023 to now
- National Christian Foundation of South FloridaSep 2022 to Dec 2023
- Chik-fil-a FranchisesFeb 2020 to Jun 2022
- Mission of Hope HaitiFeb 2018 to Nov 2018
- AgricycleSep 2017 to Dec 2019
- Hudson Business LoungeNov 2015 to Feb 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Private Capital Management
Legal name: Private Capital Management, LLC
$1.4BAssets managed
461Clients
10Advisers
13 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
- 7968310
- Firm CRD
- 169172