JACKSONVILLE, FLCRD 133507Latest ADV February 27, 2026
Nesteggs, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Jacksonville, FL. Its latest Form ADV filing, dated February 27, 2026, reports $911M in regulatory assets under management, 29 employees, and 759 accounts.
Assets Under Management
$911M
Employees
29
Offices
--
Total Clients
616
Primary office
JACKSONVILLE, FL
10407 CENTURION PARKWAY NORTH, SUITE 126, JACKSONVILLE, FL, United States
Top client segmentPension Plans represent 71.9% of total clients.
Top client categories% of clientsClients
1
Pension Plans
71.9%
443
2
Individuals
21.9%
135
3
HNWI
6.2%
38
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$911Mas of February 27, 2026
Discretionary90.3%
$823M
90% of total RAUM90.3%
Non-discretionary9.7%
$88M
10% of total RAUM9.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$911M
Total Accounts759
10Y AUM Change+$681M (+296.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee21:1
10Y Employee Change+14 (+93.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.