Nest EGG

• A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: $1,000 (the brochure says it may be waived or negotiated)

As stated in the firm's Form ADV Part 2A brochure dated March 5, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$131,701,940 as of October 2026, filing dated August 13, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Portfolio management for individuals and/or small businesses

Legal name

Nest Investments LLC

Also doing business as

NEST EGG AT ATLANTIC FEDERAL CREDIT UNION, NEST EGG AT FIRST BANK HAMPTON, NEST EGG AT FIRST STATE BANK, NEST EGG AT FLANAGAN STATE BANK, NEST EGG AT FORTIFI BANK, NEST EGG AT HEFCU, NEST EGG AT JWCOLE, NEST EGG AT KEYSAVINGS BANK, NEST EGG AT OCEANFIRST BANK, NEST EGG AT PHOENIXVILLE FEDERAL BANK, NEST EGG AT PREVAIL BANK, NEST EGG AT REPUBLIC BANK, NEST EGG AT WASHINGTON STATE BANK

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2017 (9 years)

Employees

Total: 14. Performing investment advisory functions: 9.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Apex Clearing CorporationCharles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed

12 states or jurisdictions

CODEFLIAILINKYNJNYPATXWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $82,338,180 in the October 2021 data and $131,701,940 in the October 2026 data, up 60%.

Total employees: 12 in October 2021 and 14 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. April 2026
   • No longer lists the business name Nest EGG at German American State Bank.
   • Added the business name Nest EGG at Hefcu.
   • Employees performing advisory functions went from 7 to 9.
   • Regulatory assets under management went from $101,568,840 to $131,701,940 (+30%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.