Nicholas Houston
Cantrell & Associates · Kennesaw, Georgia
Nicholas Houston is a fee-only financial advisor at Cantrell & Associates in Kennesaw, Georgia. Nicholas focuses on tax planning. Cantrell & Associates reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Cantrell & Associates |
|---|---|
| Based in | Kennesaw, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $44.1M across 102 accounts |
| SEC registration | Investment adviser representative in GA · CRD 7610324 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | cantrellcpa.com |
How Nicholas's firm compares
- Cantrell & Associates's average account is about $432,000, from its Form ADV (assets managed divided by 102 accounts).
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Questions about Nicholas
Is Nicholas Houston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Cantrell & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicholas charge for financial advice?
Nicholas's firm, Cantrell & Associates, reports charging a percentage of assets on its SEC Form ADV.
Where is Nicholas Houston based?
Nicholas Houston is based in Kennesaw, Georgia.
What does Nicholas specialize in?
Nicholas's specialties include tax planning.
Is Nicholas Houston registered with the SEC?
Yes. Nicholas Houston is registered as an investment adviser representative in GA (CRD 7610324), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cantrell & Associates manage?
Cantrell & Associates reports $44.1M across 102 accounts in assets under management.
How do I contact Nicholas Houston?
Through Nicholas's website, cantrellcpa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Cantrell & Associates website : specialties, clients served, and fees, checked October 30, 2026
- 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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