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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

NESTEGGS, INC.

NESTEGGS RETIREMENT PLAN SERVICES, INC., CRD 133507

JACKSONVILLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6103ef50-2d80-b51d-435c-6a541c267fdf

Data as of Jul 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 8
On other graphs: 1
Observed: Mar 20, 2012 to Jul 7, 2026
29 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Nesteggs, Inc.

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.13 fund_share=0.0 institutional_share=0.87 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $911MItem 5.F on the latest filing (2026-07-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $823M
Private client RAUM: $116MderivedItem 5.D individuals plus high net worth individuals
Private client share: 13%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $82.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 29
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 759
Individual clients: 135
High net worth clients: 38
Custody, client assets: $795M
SEC number: 801-63869
CRD: 133507
Filings on the tape: 29
First filed: Mar 20, 2012
Latest filed: Jul 7, 2026
Organised: Corporation, FL
Website: nesteggs401k.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
IRENE ADELMAN	n/a	JACKSONVILLE, FL	18	19	n/a	no
Jason Robert Bak	n/a	Treasure Island, FL \| JACKSONVILLE, FL	5	12	n/a	no
LANTZ ALLAN MARTIN	Certified Financial Planner\|Chartered Financial Consultant	Tampa, FL \| JACKSONVILLE, FL	2	13	1	no
KEVIN JOHN CRESS	Chartered Financial Analyst	Soutlake, TX	1	25	3	no
Alexander Bullock Jenkins	n/a	JACKSONVILLE, FL	1	15	n/a	no
Blake Austine Macklin	n/a	JACKSONVILLE, FL	1	15	n/a	no
KEVIN BROOKS CHEEZUM	n/a	JACKSONVILLE, FL	0	22	n/a	no
Nicholas Aidan Quinn	n/a	JACKSONVILLE, FL	0	11	n/a	no
ALISON IRENE HOLLAWAY	n/a	JACKSONVILLE, FL	0	21	n/a	no
Stephen James Quinn	n/a	JACKSONVILLE, FL	0	10	n/a	no
EMINA PALISLAMOVIC	n/a	JACKSONVILLE, FL	0	15	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHEEZUM, KEVIN, BROOKS	CHIEF COMPLIANCE OFFICER AND PRESIDENT	C	yes	08/2018	Mar 20, 2012	Jun 7, 2024
Jenkins, Alexander, Bullock	CHIEF REVENUE OFFICER	C	yes	01/2024	Mar 29, 2024	Jun 7, 2024
Macklin, Blake, Austine	CHIEF FINANCIAL OFFICER	C	yes	11/2016	Mar 27, 2017	Jun 7, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 27, 2026	$911M	$823M	29	9	0	n/a	n/a
2024	Mar 25, 2025	$725M	$661M	23	8	0	n/a	n/a
2023	Mar 29, 2024	$484M	$434M	18	7	0	n/a	n/a
2022	Mar 30, 2023	$340M	$294M	17	7	0	n/a	n/a
2021	Mar 31, 2022	$379M	$330M	14	6	0	n/a	n/a
2020	Mar 26, 2021	$277M	$236M	15	8	0	n/a	n/a
2019	Mar 30, 2020	$250M	$214M	13	7	0	n/a	n/a
2018	Mar 29, 2019	$223M	$213M	14	10	0	n/a	n/a
2017	Mar 29, 2018	$252M	$241M	14	9	0	n/a	n/a
2016	Mar 27, 2017	$230M	$220M	15	9	n/a	n/a	n/a
2015	Mar 22, 2016	$210M	$198M	13	8	n/a	n/a	n/a
2014	Mar 27, 2015	$219M	$208M	9	6	n/a	n/a	n/a
2013	Jan 30, 2014	$207M	$207M	9	8	n/a	n/a	n/a
2012	Mar 27, 2013	$168M	$168M	10	8	n/a	n/a	n/a
2011	Mar 20, 2012	$141M	$141M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$911M	$725M	25.7%	$340M	38.9%	29	23	0	0

Relationships

Registered with (13)

← EMINA PALISLAMOVICAdvisorregistration: current employment
Jun 9, 2026 to presentfactForm ADV
← Stephen James QuinnAdvisorregistration: current employment
Mar 24, 2026 to presentfactForm ADV
← ALISON IRENE HOLLAWAYAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← KEVIN BROOKS CHEEZUMAdvisorregistration: current employment
Nov 17, 2025 to presentfactForm ADV
← Nicholas Aidan QuinnAdvisorregistration: current employment
Nov 17, 2025 to presentfactForm ADV
← Blake Austine MacklinAdvisorregistration: current employment
Mar 17, 2025 to presentfactForm ADV
← KEVIN JOHN CRESSAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Alexander Bullock JenkinsAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← LANTZ ALLAN MARTINAdvisorregistration: current employment
May 16, 2024 to presentfactForm ADV
← Jason Robert BakAdvisorregistration: current employment
Jan 20, 2021 to presentfactForm ADV
← IRENE ADELMANAdvisorregistration: current employment
Apr 3, 2008 to presentfactForm ADV
← Vivienne AtherAdvisorregistration: previous registration
Jul 31, 2018 to Apr 12, 2019factForm ADV
← JOHN WALDRON SULLIVANAdvisorregistration: previous registration
Oct 18, 2016 to May 25, 2017factForm ADV

Controls (3)

← CHEEZUM, KEVIN, BROOKSOwnerCHIEF COMPLIANCE OFFICER AND PRESIDENT, ownership code C, individual
Mar 20, 2012 to Jun 7, 2024factForm ADV
← Macklin, Blake, AustineOwnerCHIEF FINANCIAL OFFICER, ownership code C, individual
Mar 27, 2017 to Jun 7, 2024factForm ADV
← Jenkins, Alexander, BullockOwnerCHIEF REVENUE OFFICER, ownership code C, individual
Mar 29, 2024 to Jun 7, 2024factForm ADV

Dated events

Occurred
Feb 27, 2026
Regulatory AUM changed
Nesteggs, Inc. reported RAUM $911.3M, up 26% from $724.7M (2025-03-25 to 2026-02-27)
Form ADVobserved 5 days ago
$187M
Occurred
Mar 25, 2025
Regulatory AUM changed
Nesteggs, Inc. reported RAUM $724.7M, up 50% from $484.2M (2024-06-07 to 2025-03-25)
Form ADVobserved 5 days ago
$241M
Occurred
Mar 29, 2024
Regulatory AUM changed
Nesteggs, Inc. reported RAUM $484.2M, up 42% from $339.9M (2023-12-01 to 2024-03-29)
Form ADVobserved 5 days ago
$144M
Occurred
Mar 29, 2024
Control person joined
Bullock Alexander Jenkins (Chief Revenue Officer) appeared on Schedule A of Nesteggs, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Nesteggs, Inc. reported RAUM $378.5M, up 37% from $276.7M (2021-03-26 to 2022-03-31)
Form ADVobserved 5 days ago
$102M
Occurred
Mar 31, 2022
Control person left
Farnsworth Robert Slimmon (Vice President) no longer on Schedule A of Nesteggs, Inc. (listed 2021-03-26, absent 2022-03-31)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Control person left
Sarah Gronvold (Vp, Client Relationships) no longer on Schedule A of Nesteggs, Inc. (listed 2021-03-26, absent 2022-03-31)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2019
Control person left
Cromwell Constance Slimmon (Shareholder) no longer on Schedule A of Nesteggs, Inc. (listed 2019-03-29, absent 2019-03-31)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6103ef50-2d80-b51d-435c-6a541c267fdf
First observed: Mar 20, 2012
Last observed: Jul 7, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NESTEGGS, INC.

NESTEGGS RETIREMENT PLAN SERVICES, INC., CRD 133507

JACKSONVILLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6103ef50-2d80-b51d-435c-6a541c267fdf

Data as of Jul 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:10 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

IRENE ADELMAN

n/a

JACKSONVILLE, FL

n/a

Jason Robert Bak

n/a

Treasure Island, FL | JACKSONVILLE, FL

n/a

LANTZ ALLAN MARTIN

Certified Financial Planner|Chartered Financial Consultant

Tampa, FL | JACKSONVILLE, FL

KEVIN JOHN CRESS

Chartered Financial Analyst

Soutlake, TX

Alexander Bullock Jenkins

n/a

JACKSONVILLE, FL

n/a

Blake Austine Macklin

n/a

JACKSONVILLE, FL

n/a

KEVIN BROOKS CHEEZUM

n/a

JACKSONVILLE, FL

n/a

Nicholas Aidan Quinn

n/a

JACKSONVILLE, FL

n/a

ALISON IRENE HOLLAWAY

n/a

JACKSONVILLE, FL

n/a

Stephen James Quinn

n/a

JACKSONVILLE, FL

n/a

EMINA PALISLAMOVIC

n/a

JACKSONVILLE, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHEEZUM, KEVIN, BROOKS

CHIEF COMPLIANCE OFFICER AND PRESIDENT

yes

08/2018

Mar 20, 2012

Jun 7, 2024

Jenkins, Alexander, Bullock

CHIEF REVENUE OFFICER

yes

01/2024

Mar 29, 2024

Jun 7, 2024

Macklin, Blake, Austine

CHIEF FINANCIAL OFFICER

yes

11/2016

Mar 27, 2017

Jun 7, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$911M

$823M

n/a

2024

Mar 25, 2025

$725M

$661M

n/a

2023

Mar 29, 2024

$484M

$434M

n/a

2022

Mar 30, 2023

$340M

$294M

n/a

2021

Mar 31, 2022

$379M

$330M

n/a

2020

Mar 26, 2021

$277M

$236M

n/a

2019

Mar 30, 2020

$250M

$214M

n/a

2018

Mar 29, 2019

$223M

$213M

n/a

2017

Mar 29, 2018

$252M

$241M

n/a

2016

Mar 27, 2017

$230M

$220M

n/a

2015

Mar 22, 2016

$210M

$198M

n/a

2014

Mar 27, 2015

$219M

$208M

n/a

2013

Jan 30, 2014

$207M

n/a

2012

Mar 27, 2013

$168M

n/a

2011

Mar 20, 2012

$141M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$911M

$725M

25.7%

$340M

38.9%