Nest Investments provides portfolio management for individuals and small businesses.
Nest Investments reports 2,832 clients. They include 2,819 individuals, 7 corporations and other businesses, and 6 charitable organizations. Of its assets, 100.0% ($132M across 2,832 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 99% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,819 | $130M | 99.0% | $46.3K |
| Charitable organizations | 6 | $1M | 0.8% | $167K |
| Corporations and other businesses | 7 | $316K | 0.2% | $45.1K |
| Total | 2,832 | $132M | 100% | $46.5K |
- Clients
- 2,819
- Regulatory AUM
- $130M
- AUM share
- 99.0%
- Avg. per client
- $46.3K
- Clients
- 6
- Regulatory AUM
- $1M
- AUM share
- 0.8%
- Avg. per client
- $167K
- Clients
- 7
- Regulatory AUM
- $316K
- AUM share
- 0.2%
- Avg. per client
- $45.1K
Total
- Clients
- 2,832
- Regulatory AUM
- $132M
- AUM share
- 100%
- Avg. per client
- $46.5K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Nest Investments charges up to 1.25% for its Investment Program. The brochure does not state whether the rate is annual. The fee is billed in arrears.
Fee details and sources
Michael Church owns 50% to 75% of Nest Investments. The leadership team of Nest Investments includes President Arden Miller. It has 14 employees, 9 of them in advisory roles.
Leadership
- Arden MillerPresident
- Michael ChurchCEO and CCO
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
Staff
- 14 employees
- 9 in advisory functions
- 9 state-registered reps
- 9 broker-dealer reps
- 8 insurance agents
- 13 soliciting firms
- Owns 50% to 75% of Nest Investments LLC
Michael Church
Control person · since November 2016
- Owns 10% to 25% of Nest Investments LLC
Oceanfirst Bank
since December 2017
- Owns 75% or more of Oceanfirst Bank
Oceanfirst Financial Corp.
Control person · since July 1996
- Owns 10% to 25% of Nest Investments LLC
Arden Miller
Control person · since February 2020
Nest Investments’ regulatory assets grew 1.6× from $82.3M (April 2021) to $132M (August 2026); clients rose from 1,918 to 2,832 and employees from 12 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $132M | 2,832 | 14 | 1 |
| March 2025 | $102M | 2,562 | 11 | 1 |
| May 2024 | $74.1M | 2,262 | 12 | 1 |
| March 2023 | $64.2M | 2,039 | 13 | 1 |
| May 2022 | $93.1M | 2,183 | 12 | 1 |
| April 2021 | $82.3M | 1,918 | 12 | 1 |
Besides its headquarters, Nest Investments has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 20 Ash Street, Suite 300, ConshohockenHQ
Other business names
Nest Investments has reported 13 other business names to the SEC.
- 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
Show all 13 names
- Nest Egg at Washington State Bank
Contact and registration details
- Legal name
- Nest Investments LLC
- Headquarters
- 20 Ash Street, Suite 300, Conshohocken, PA 19428
- Website
- hellonestegg.com
- Phone
- 888-345-2163
- @nestinvestments
- SEC file
- 801-108790
- Structure
- Delaware LLC
- Fiscal year end
- December
Nest Investments uses Charles Schwab ($68.3M, 55%) and Apex Clearing ($56.5M, 45%) as custodians for its separately managed accounts. Nest Investments has custody of $18.1M in client assets for 483 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $68.3M55%
- Apex ClearingApex Clearing Corporation · Dallas, TX · $56.5M45%
At year end, Nest Investments’ separately managed accounts were mostly in stocks (91%). Its reported 13F holdings for the quarter ended 30 June 2026 total $132M across 34 positions; the largest are Goldman Sachs ETF TR (17.7%), Vanguard Intl Equity Index F (12.0%) and Pimco ETF TR (11.9%).
What the accounts hold
- Stocks91%
- Cash4%
- Other5%
- Fixed annuities, 401k plans5%
Reported 13F holdings
- $132M
- Reported 13F value
- 34
- Positions
- 78.1%
- In the 10 largest
- +7.0%
- Value vs. prior quarter
- Goldman Sachs ETF TR · Acces Treasury17.7%
- Vanguard Intl Equity Index F · TT Wrld ST ETF12.0%
- Pimco ETF TR · Active BD ETF11.9%
- iShares TR · 0-3 Mth Treasury10.1%
- iShares TR · MSCI USA Qlt Fct7.6%
- Vanguard BD Index Fds · Long Term Bond5.9%
- iShares TR · Core Div Grwth5.3%
- Pimco ETF TR · Enhan Shrt MA AC3.1%
- Vanguard Index Fds · Real Estate ETF2.4%
- Vanguard Scottsdale Fds · Shrt Trm Corp. BD2.3%
Together, the ten largest are 78.1% of reported value.
How many clients does Nest Investments have?
Nest Investments has 2,832 clients and manages $132 million for them, as of August 2026. They include 2,819 individuals, 7 corporations and other businesses, and 6 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026
What services does Nest Investments offer?
Nest Investments provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Nest Investments charge?
Nest Investments charges up to 1.25% for its Investment Program. The brochure does not state whether the rate is annual. The fee is billed in arrears.
Which custodians does Nest Investments use?
Nest Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $68.3M and Apex Clearing Corporation (Dallas, TX), with $56.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026
How many financial advisors does Nest Investments have?
Nest Investments has 9 investment adviser representatives registered with state securities authorities, out of 14 employees, and 9 perform investment advisory functions. 9 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Nest Investments invest in?
At the end of its last fiscal year, Nest Investments’ separately managed accounts held 91% exchange-traded equities, 5% other and 4% cash and equivalents. The 5% other category is described as: Fixed Annuities, 401k Plans.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Nest Investments?
Nest Investments is owned through a holding company by Oceanfirst Financial Corp. Its direct owners are Michael Church (50% to 75%), Oceanfirst Bank (10% to 25%) and Arden Miller (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 13 August 2026
How does Nest Investments get paid?
Nest Investments is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Nest Investments?
Nest Investments’ main office is at 20 Ash Street, Suite 300, Conshohocken, PA 19428. Its phone number is 888-345-2163. Its website is hellonestegg.com.