RIA Intel›Advisers›Florida›NESTED FINANCIAL LLC

NESTED FINANCIAL LLC

Advisory

FL

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

Rank in FL

#2,350

of 2,610 advisers by AUM

Average account

$83K

across 53 accounts

AUM per adviser

$4M

1 advisers

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

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

9 clients

3 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

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

CNL STRATEGIC ASSET MANAGEMENT, LLC

$4M

MASSE, JEAN PIERRE

$4M

SIKES FINANCIAL SERVICES, LLC

$4M

CARDINAL CAPITAL MANAGEMENT, INC.

$4M

FINANCIAL JOURNEY LLC

$4M

LEDGERPLUS FINANCIAL SERVICES LLC

$4M

Get the full picture on NESTED FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track NESTED FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans