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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Nest Investments offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Nest Investments charge?","answer":"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.","source":"FORM ADV PART 2, filed 5 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Nest Investments use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Nest Investments have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Nest Investments invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Nest Investments?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Nest Investments get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Nest Investments?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 13 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/nest-investments-286024/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1948755/000142050626001788/0001420506-26-001788-index.html","totalValue":131620794,"positionCount":34,"top10Share":0.7812565163525758,"top10":[{"issuer":"GOLDMAN SACHS ETF TR","titleOfClass":"ACCES TREASURY","cusip":"381430529","value":23251536,"shares":232144,"shareType":"SH","priorValue":23966703,"priorShares":239212},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"TT WRLD ST ETF","cusip":"922042742","value":15808423,"shares":100723,"shareType":"SH","priorValue":14506883,"priorShares":104879},{"issuer":"PIMCO ETF TR","titleOfClass":"ACTIVE BD 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}