NEST EGG

Legal name: NEST INVESTMENTS LLC

CRD 286024File 801-108790

APPROVED

Retail clients

Custody

Filing as of Aug 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$131.7M

Bottom 25% of cohort (national)

Discretionary AUM

$131.7M

Clients

2,832

2,832 accounts

Employees

Bottom 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Jan 3, 2017
Principal office: 20 ASH STREET, SUITE 300, CONSHOHOCKEN, PA, 19428
Phone: 888-345-2163
Website: HTTP://WWW.MYBANKNESTEGG.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $131.7M
Discretionary AUM: $131.7M
Non-discretionary AUM: $0
Discretionary accounts: 2,832
Non-discretionary accounts: 0
Total accounts: 2,832
AUM per client: $47K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$316K
Charitable organizations	6	$1000K
Individuals (other than high net worth individuals)	2,819	$130.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.