# Nutmeg Capital Advisors, LLC

> Nutmeg Capital Advisors, LLC is a state-registered investment advisory firm in Hartford, CT, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 133162
- Filed as: NUTMEG CAPITAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hartford, CT
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133162
- AdvisorCensus page: https://advisorcensus.com/firm/nutmeg-capital-advisors-llc-hartford-ct-133162

## Quick answers

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

**Where is Nutmeg Capital Advisors, LLC located?**
Nutmeg Capital Advisors, LLC's principal office is in Hartford, CT, according to its Form ADV.

**Is Nutmeg Capital Advisors, LLC registered with the SEC or a state?**
Nutmeg Capital Advisors, LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 133162.

**How much does Nutmeg Capital Advisors, LLC manage?**
Nutmeg Capital Advisors, LLC reports $41,836,693 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Nutmeg Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (19); individuals (other than high net worth individuals) (18).

**Does Nutmeg Capital Advisors, LLC 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/133162

## 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: $41,836,693
- Discretionary: $41,836,693
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $2,857,401 |
| High net worth individuals | 19 | $38,979,292 |

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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nutmeg Capital Advisors, LLC (CRD 133162): Form ADV filing data as of October 2026.