# Nestyield ETFS

> Nestyield ETFS is an SEC-registered investment advisory firm in Downey, CA, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 332971
- Filed as: NESTYIELD ETFS
- Legal name: Nest EGG ETFS, LLC
- Also doing business as: NESTYIELD ETFS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Downey, CA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332971
- AdvisorCensus page: https://advisorcensus.com/firm/nestyield-etfs-downey-ca-332971

## Quick answers

**How is Nestyield ETFS compensated?**
On its Form ADV (Item 5.E, October 2026), Nestyield ETFS reports these compensation arrangements: a percentage of assets under its management; commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Nestyield ETFS located?**
Nestyield ETFS' principal office is in Downey, CA, according to its Form ADV.

**Is Nestyield ETFS registered with the SEC or a state?**
Nestyield ETFS is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332971.

**How much does Nestyield ETFS manage?**
Nestyield ETFS reports $517,315,000 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Nestyield ETFS' assets and staff changed since 2025?**
In the Form ADV data for Nestyield ETFS: Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Nestyield ETFS serve?**
By number of clients on Form ADV Item 5.D: investment companies (3); other investment advisers (1).

**Which custodians does Nestyield ETFS use?**
Nestyield ETFS' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Nestyield ETFS 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/332971

**What changed in Nestyield ETFS' recent Form ADV filings?**
In the January 2026 filing data: Employees performing advisory functions went from 3 to 2.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- 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: $517,315,000
- Discretionary: $517,315,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 3 | $185,000,000 |
| Other investment advisers | 1 | $332,315,000 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nestyield.com
- Facebook @NestYieldETF
- Instagram @nestyieldetfs
- X @NestYieldEtfs
- YouTube @NestYieldETFs

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | 3 | May 30, 2025 |
| October 2026 | $517,315,000 | 3 | March 23, 2026 |

Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- Employees performing advisory functions went from 3 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nestyield ETFS (CRD 332971): Form ADV filing data as of October 2026.