CONSHOHOCKEN, PACRD 286024Latest ADV March 5, 2026
Nest Egg is an SEC registered investment adviser organized as a limited liability company with a primary office location in Conshohocken, PA. Its latest Form ADV filing, dated March 5, 2026, reports $132M in regulatory assets under management, 14 employees, and 2,832 accounts.
Assets Under Management
$132M
Employees
14
Offices
--
Total Clients
2,832
Primary office
CONSHOHOCKEN, PA
20 ASH STREET, SUITE 300, CONSHOHOCKEN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.5% of total clients.
Top client categories% of clientsClients
1
Individuals
99.5%
2,819
2
Corporations
0.2%
7
3
Charitable
0.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$132Mas of March 5, 2026
Discretionary100.0%
$132M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$132M
Total Accounts2,832
10Y AUM Change+$132M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee202:1
10Y Employee Change+11 (+366.7%)
* 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.