RIA Intel›Advisers›Nevada›NEST EGG FINANCIAL ADVISORS, LLC

NEST EGG FINANCIAL ADVISORS, LLC

Advisory

NV

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account

$341K

across 109 accounts

AUM per adviser

$19M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$37M

Discretionary AUM$36M

Non-Discretionary AUM$1M

Discretionary %96%

Total Clients11

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

11 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NV

Closest by assets under management. All figures from Form ADV.

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$36M

MARTIAL EAGLE FUND GP LLC

INCLINE VILLAGE, NV

$36M

HATHERLEY CAPITAL MANAGEMENT, LLC

$39M

KEYSTONE WEALTH ADVISORS, LLC

$39M

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