Asset manager · Kansas City, MO
Nuance Investments, LLC
SEC-registered investment adviser · CRD 148534 · SEC 801-69682
At a glance
Nuance Investments, LLC is an SEC-registered investment adviser based in Kansas City, Missouri, with $984 million in regulatory assets under management as of its Form ADV filed July 1, 2026. Its largest client group by assets is investment companies, and it reports 236 individual clients. By Form ADV it is a asset manager, ranked 1,372nd of 3,218 asset managers and 5,434th of 17,210 SEC-registered advisers by assets.
Main office 816-743-7080nuanceinvestments.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $984M
- Rank among asset managers
- #1,372 of 3,218
- Rank among all SEC RIAs
- #5,434 of 17,210
- Rank in Missouri
- #61 of 196
- Individual clients
- 236
- High-net-worth clients
- 28
- Accounts
- 257
- Discretionary
- 100% of AUM
- Employees
- 11
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Scott A. MoorePresident, Chief Investment Officer
- Jack A. MeurerVice President, Portfolio Manager
- Geoffrie C. GreeneVice President, Director of Trading and Portfolio Operations
- Benjamin C. BeckerVice President, Director of Data and Quantitative Research
- David A. WestVice President, Portfolio Manager
- Kimberly I. McEnaneyChief Compliance Officer & Chief of Staff
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 2 | $444M | 45% |
| Pension and profit sharing plans | 5 | $192M | 19% |
| Individuals | 208 | $91M | 9% |
| Charitable organizations | 5 | $91M | 9% |
| Corporations or other businesses | 8 | $67M | 7% |
| State or municipal government entities | 1 | $50M | 5% |
| High-net-worth individuals | 28 | $49M | 5% |
Disciplinary disclosures
Nuance Investments, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗nuanceinvestments.com ↗
AtlasMembers
The full record on Nuance Investments, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 996 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Nuance Investments, LLC manage?
Nuance Investments, LLC reports $984 million in regulatory assets under management across 257 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 1, 2026.
What kind of firm is Nuance Investments, LLC?
Nuance Investments, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Nuance Investments, LLC’s clients?
By assets, its largest client types are investment companies ($444 million, 2 clients); pension and profit sharing plans ($192 million, 5 clients); individuals ($91 million, 208 clients).
Does Nuance Investments, LLC have any disciplinary history?
Nuance Investments, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Nuance Investments, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →