Kaine Nicholas
Shifting the Culture Wealth Partners · San Pedro, California
Kaine Nicholas is a fee-only financial advisor at Shifting the Culture Wealth Partners in San Pedro, California. Shifting the Culture Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Shifting the Culture Wealth Partners |
|---|---|
| Based in | San Pedro, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2M across 18 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4549316 |
| Exams passed | Series 66 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Kaine's firm compares
- Shifting the Culture Wealth Partners's average account is about $111,000, from its Form ADV (assets managed divided by 18 accounts).
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Questions about Kaine
Is Kaine Nicholas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kaine holds no broker registration, and Shifting the Culture Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kaine charge for financial advice?
Kaine's firm, Shifting the Culture Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kaine Nicholas based?
Kaine Nicholas is based in San Pedro, California.
Is Kaine Nicholas registered with the SEC?
Yes. Kaine Nicholas is registered as an investment adviser representative in CA (CRD 4549316), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shifting the Culture Wealth Partners manage?
Shifting the Culture Wealth Partners reports $2M across 18 accounts in assets under management.
How do I contact Kaine Nicholas?
Contact details aren't on file yet. Search for Shifting the Culture Wealth Partners.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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