STATE COLLEGE, PACRD 2907Latest ADV December 23, 2025
Nestlerode & Loy, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in State College, PA. Its latest Form ADV filing, dated December 23, 2025, reports $199M in regulatory assets under management, 4 employees, and 612 accounts.
Assets Under Management
$199M
Employees
4
Offices
--
Total Clients
270
Primary office
STATE COLLEGE, PA
110 REGENT COURT, SUITE 202, STATE COLLEGE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.6% of total clients.
Top client categories% of clientsClients
1
Individuals
79.6%
215
2
HNWI
17.4%
47
3
Charitable
3.0%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$199Mas of December 23, 2025
Discretionary100.0%
$199M
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.
Latest AUM$199M
Total Accounts612
10Y AUM Change+$94M (+89.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee68:1
10Y Employee Change-2 (-33.3%)
* 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.