Nicholas Trappey
Thirtynorth Investments · Monroe, Louisiana
Nicholas Trappey is a fee-only financial advisor at Thirtynorth Investments in Monroe, Louisiana, who holds the CFP credential. Thirtynorth Investments reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Thirtynorth Investments |
|---|---|
| Based in | Monroe, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $467.8M across 635 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 5538539 |
| Exams passed | Series 66 (2009) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.thirtynorth.com |
| Profile |
How Nicholas's firm compares
- Thirtynorth Investments's average account is about $737,000, from its Form ADV (assets managed divided by 635 accounts).
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Questions about Nicholas
Is Nicholas Trappey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Thirtynorth Investments 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, Thirtynorth Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nicholas Trappey based?
Nicholas Trappey is based in Monroe, Louisiana.
What credentials does Nicholas Trappey hold?
Nicholas Trappey holds the CFP credential.
Is Nicholas Trappey registered with the SEC?
Yes. Nicholas Trappey is registered as an investment adviser representative in LA and TX (CRD 5538539), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Thirtynorth Investments manage?
Thirtynorth Investments reports $467.8M across 635 accounts in assets under management.
How do I contact Nicholas Trappey?
Through Nicholas's website, www.thirtynorth.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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