# Nestimate

> Nestimate is a state-registered investment advisory firm in St Petersburg, FL, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 330306
- Filed as: NESTIMATE
- Legal name: Nestimate Investment Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St Petersburg, FL
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330306
- AdvisorCensus page: https://advisorcensus.com/firm/nestimate-st-petersburg-fl-330306

## Quick answers

**How is Nestimate compensated?**
On its Form ADV (Item 5.E, October 2026), Nestimate reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Nestimate located?**
Nestimate's principal office is in St Petersburg, FL, according to its Form ADV.

**Is Nestimate registered with the SEC or a state?**
Nestimate is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330306.

**How much does Nestimate manage?**
Nestimate reports $0 in regulatory assets under management in its Form ADV filing dated June 25, 2026.

**Does Nestimate report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330306

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

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

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mynestimate.com/fiduciaryservices

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nestimate (CRD 330306): Form ADV filing data as of October 2026.