Merrill
47yrs
Top 1% by experience in Naples
2yrs
Nicholas Schultz
Full name on record: Nicholas G. Schultz
Financial advisor at Private Capital Management
Nicholas Schultz has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Naples, Florida. Nicholas joined Private Capital Management in 2025, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and performance-based fees.
One of 1061 advisors with offices in Naples, and one of 973 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office8889 Pelican Bay Blvd. Suite 500, Naples, FL 34108
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$2.19 million
Advisors at the firm10
States licensed ?1 state
Services through Private Capital Management
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Mar 2025 – nowPrivate Capital ManagementCurrent firm
Contact Nicholas
(239) 254-2500Private Capital Management main office 8889 Pelican Bay Blvd. Suite 500Naples, FL 34108Office · Get directions Firm websitewww.pcmvaluefund.com
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Questions to ask Nicholas
Tailored to Nicholas’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nicholas
How do I contact Nicholas?
Call Private Capital Management at (239) 254-2500 and ask for Nicholas Schultz. Nicholas works from the Naples, FL office.
How long has Nicholas been a financial advisor?
Nicholas has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Nicholas hold?
Series 65. Tap any license on this page to see what it allows.
Is Nicholas a fiduciary?
Nicholas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nicholas paid?
Private Capital Management reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Nicholas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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