Nicholas Kalkas
Daniel Island Wealth Management · Daniel Island, South Carolina
Nicholas Kalkas is a fee-only financial advisor at Daniel Island Wealth Management in Daniel Island, South Carolina. Daniel Island Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Daniel Island Wealth Management |
|---|---|
| Based in | Daniel Island, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $24.5M across 53 accounts |
| SEC registration | Investment adviser representative in IL, SC · CRD 7915657 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.danielislandwm.com |
| Profile |
How Nicholas's firm compares
- Daniel Island Wealth Management's average account is about $462,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about Nicholas
Is Nicholas Kalkas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Daniel Island Wealth Management 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, Daniel Island Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Nicholas Kalkas based?
Nicholas Kalkas is based in Daniel Island, South Carolina.
Is Nicholas Kalkas registered with the SEC?
Yes. Nicholas Kalkas is registered as an investment adviser representative in IL and SC (CRD 7915657), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Daniel Island Wealth Management manage?
Daniel Island Wealth Management reports $24.5M across 53 accounts in assets under management.
How do I contact Nicholas Kalkas?
Through Nicholas's website, www.danielislandwm.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
- 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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