# Nest EGG

> Nest EGG is an SEC-registered investment advisory firm in Conshohocken, PA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.

- CRD: 286024
- Filed as: NEST EGG
- 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)
- Location: Conshohocken, PA
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286024
- AdvisorCensus page: https://advisorcensus.com/firm/nest-egg-conshohocken-pa-286024

## Quick answers

**How is Nest EGG compensated?**
On its Form ADV (Item 5.E, October 2026), Nest EGG reports these compensation arrangements: a percentage of assets under its management.

**Where is Nest EGG located?**
Nest EGG's principal office is in Conshohocken, PA, according to its Form ADV.

**Is Nest EGG registered with the SEC or a state?**
Nest EGG is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286024.

**How much does Nest EGG manage?**
Nest EGG reports $131,701,940 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).

**How have Nest EGG's assets and staff changed since 2021?**
In the Form ADV data for Nest EGG: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Nest EGG serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,819); corporations or other businesses not listed above (7); charitable organizations (6).

**Which custodians does Nest EGG use?**
Nest EGG's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Nest EGG report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286024

**Does Nest EGG state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "The Adviser requires a minimum account size of $1,000 to be maintained." "The minimums and closure fees may be waived or reduced in the Adviser’s sole discretion."

**What changed in Nest EGG's recent Form ADV filings?**
In the April 2026 filing data: 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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

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

> The Adviser requires a minimum account size of $1,000 to be maintained.

> The minimums and closure fees may be waived or reduced in the Adviser’s sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Apex Clearing Corporation
- Charles 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.

### Regulatory assets under management (Item 5.F)
- Total: $131,701,940
- Discretionary: $131,701,940
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,819 | $130,386,481 |
| Charitable organizations | 6 | $999,527 |
| Corporations or other businesses not listed above | 7 | $315,932 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 14 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, DE, FL, IA, IL, IN, KY, NJ, NY, PA, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fi.hellonestegg.com
- hellonestegg.com
- mybanknestegg.com
- Instagram @MYBANKNESTEGG
- LinkedIn @NESTINVESTMENTS
- X @MYBANKNESTEGG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $82,338,180 | 12 | April 27, 2021 |
| October 2022 | $93,054,100 | 12 | August 24, 2022 |
| October 2023 | $64,197,589 | 13 | March 31, 2023 |
| October 2024 | $74,147,389 | 12 | May 29, 2024 |
| October 2025 | $101,568,840 | 11 | March 25, 2025 |
| October 2026 | $131,701,940 | 14 | August 13, 2026 |

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.

## Changes in the filing (last 12 months)

### 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nest EGG (CRD 286024): Form ADV filing data as of October 2026.