RIA Intel›Advisers›Texas›NEST FINANCIAL LLC

NEST FINANCIAL LLC

Advisory

AUSTIN, TX

Data as of Aug 27, 2026 · Source: SEC Form ADV

Rank in TX

#1,804

of 2,813 advisers by AUM

Average account

$129K

across 348 accounts

AUM per adviser

$23M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 27, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients109

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TX

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

109 clients

15 high-net-worth

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

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0.0% 1Y

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