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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NEST EGG

NEST INVESTMENTS LLC, CRD 286024

CONSHOHOCKEN, PA

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:65768ebb-1864-1d9b-e58e-8eb003a3ce11

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 7
On other graphs: 0
Observed: Dec 2, 2016 to Aug 13, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=9.0
Regulatory AUM: $132MItem 5.F on the latest filing (2026-08-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $132M
Private client RAUM: $130MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $14.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,832
Individual clients: 2,819
Custody, client assets: $18.1M
SEC number: 801-108790
CRD: 286024
Filings on the tape: 24
First filed: Dec 2, 2016
Latest filed: Aug 13, 2026
Organised: Limited Liability Company, DE
Website: mybanknestegg.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
CHARLES ANTHONY SCAVONE	n/a	CONSHOHOCKEN, PA	9	10	1	yes
Jason Alex Dorfman	n/a	CONSHOHOCKEN, PA	6	12	n/a	yes
Jason Daniel Berkson	n/a	CONSHOHOCKEN, PA	6	11	n/a	yes
RYAN THOMAS SHANE	n/a	CONSHOHOCKEN, PA	5	13	n/a	yes
Joseph Paul Salomone	n/a	Delafield, WI \| CONSHOHOCKEN, PA	2	29	3	yes
ETHAN PATRICK PRINCE	n/a	CONSHOHOCKEN, PA	1	12	n/a	yes
William Anthony Nunley	n/a	CONSHOHOCKEN, PA	0	11	n/a	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
CHURCH, MICHAEL, ALAN	CEO AND CCO	D	yes	11/2016	Dec 2, 2016	May 29, 2024
MILLER, ARDEN, DANIEL	President	B	yes	02/2020	Apr 1, 2021	May 29, 2024
OCEANFIRST FINANCIAL CORP.	BANK HOLDING CO.	E	yes	07/1996	Mar 16, 2018	May 29, 2024
OCEANFIRST BANK	Member	B	no	12/2017	Mar 16, 2018	May 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ADDISON CAPITAL, LLC	n/a	Mixed wealth	$1.1B	N	yes	n/a
NEST INSURANCE LLC	n/a	n/a	n/a	Y	yes	n/a
NEST INVESTMENTS BD LLC	n/a	n/a	n/a	Y	yes	n/a
NUMISMATIC DIGITAL ASSET FUND LP	n/a	n/a	n/a	N	yes	n/a

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	Private funds	Fund GAV
2025	Mar 5, 2026	$132M	$132M	14	9	n/a	n/a
2024	Mar 25, 2025	$102M	$102M	11	7	n/a	n/a
2023	Mar 21, 2024	$74.1M	$74.1M	12	6	n/a	n/a
2022	Mar 31, 2023	$64.2M	$64.2M	13	7	n/a	n/a
2021	Mar 30, 2022	$93.1M	$93.1M	12	8	n/a	n/a
2020	Apr 1, 2021	$82.3M	$82.3M	12	7	n/a	n/a
2019	Mar 10, 2020	$33.8M	$33.8M	9	5	n/a	n/a
2018	Mar 27, 2019	$2.5M	$2.5M	6	5	n/a	n/a
2017	Mar 16, 2018	$989,528	$989,528	4	3	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
0	1	-1	11.1%	0	0	0	1	1

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	$132M	$102M	29.7%	$64.2M	27.1%	14	11	0	0

Relationships

Affiliated with (2)

← ADDISON CAPITALRegistered adviserother investment adviser, common control
factForm ADV
→ ADDISON CAPITALRegistered adviserother investment adviser, common control
factForm ADV

Registered with (12)

← William Anthony NunleyAdvisorregistration: current employment
Feb 10, 2026 to presentfactForm ADV
← ETHAN PATRICK PRINCEAdvisorregistration: current employment
May 20, 2025 to presentfactForm ADV
← Joseph Paul SalomoneAdvisorregistration: current employment
Jul 30, 2024 to presentfactForm ADV
← STEVEN RICHARD BENJAMINAdvisorregistration: current employment
Feb 25, 2022 to presentfactForm ADV
← RYAN THOMAS SHANEAdvisorregistration: current employment
Apr 30, 2021 to presentfactForm ADV
← Jason Daniel BerksonAdvisorregistration: current employment
Aug 24, 2020 to presentfactForm ADV
← Jason Alex DorfmanAdvisorregistration: current employment
Mar 6, 2020 to presentfactForm ADV
← CHARLES ANTHONY SCAVONEAdvisorregistration: current employment
Aug 23, 2017 to presentfactForm ADV
← MICHAEL ALAN CHURCHAdvisorregistration: current employment
Apr 25, 2017 to presentfactForm ADV
← Samuel Mills HardyAdvisorregistration: previous registration
Aug 29, 2023 to Jun 4, 2026factForm ADV
← DANIEL ALAN PARKERAdvisorregistration: previous registration
Jul 12, 2018 to Mar 14, 2023factForm ADV
← Hussein JaberAdvisorregistration: previous registration
Apr 25, 2018 to Dec 16, 2021factForm ADV

Controls (3)

← MILLER, ARDEN, DANIELOwnerPRESIDENT, ownership code B, individual
Apr 1, 2021 to May 29, 2024factForm ADV
← CHURCH, MICHAEL, ALANOwnerCEO AND CCO, ownership code D, individual
Dec 2, 2016 to May 29, 2024factForm ADV
← OCEANFIRST FINANCIAL CORP.OwnerBANK HOLDING CO., ownership code E, domestic entity
Mar 16, 2018 to May 29, 2024factForm ADV

Owns (1)

← OCEANFIRST BANKOwnerMEMBER, ownership code B, domestic entity
Mar 16, 2018 to May 29, 2024factForm ADV

Dated events

Occurred
Jun 4, 2026
Advisor changed firm
Samuel Mills Hardy left Nest Egg for Td Private Client Wealth Llc (registered 2026-09-11)
Form ADVobserved 4 days ago
Occurred
Mar 21, 2024
Control person left
James Michael Durette (Cco) no longer on Schedule A of Nest Egg (listed 2023-10-19, absent 2024-03-21)
Form ADVobserved 4 days ago
Occurred
Mar 14, 2023
Advisor changed firm
Daniel Alan Parker left Nest Egg for Cuthbert Capital Management Llc (registered 2023-03-13)
Form ADVobserved 4 days ago
Occurred
Apr 1, 2021
Control person joined
James Michael Durette (Cco) appeared on Schedule A of Nest Egg
Form ADVobserved 4 days ago
Occurred
Apr 1, 2021
Control person joined
Daniel Arden Miller (President) appeared on Schedule A of Nest Egg
Form ADVobserved 4 days ago
Occurred
Apr 1, 2021
Control person left
Sandra Laster (Cco) no longer on Schedule A of Nest Egg (listed 2020-06-29, absent 2021-04-01)
Form ADVobserved 4 days ago
Occurred
Dec 2, 2016
First Form ADV filing
Nest Egg filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:65768ebb-1864-1d9b-e58e-8eb003a3ce11
First observed: Dec 2, 2016
Last observed: Aug 13, 2026 37 days 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.

NEST EGG

NEST INVESTMENTS LLC, CRD 286024

CONSHOHOCKEN, PA

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:65768ebb-1864-1d9b-e58e-8eb003a3ce11

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:46 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHARLES ANTHONY SCAVONE

n/a

CONSHOHOCKEN, PA

yes

Jason Alex Dorfman

n/a

CONSHOHOCKEN, PA

n/a

yes

Jason Daniel Berkson

n/a

CONSHOHOCKEN, PA

n/a

yes

RYAN THOMAS SHANE

n/a

CONSHOHOCKEN, PA

n/a

yes

Joseph Paul Salomone

n/a

Delafield, WI | CONSHOHOCKEN, PA

yes

ETHAN PATRICK PRINCE

n/a

CONSHOHOCKEN, PA

n/a

yes

William Anthony Nunley

n/a

CONSHOHOCKEN, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHURCH, MICHAEL, ALAN

CEO AND CCO

yes

11/2016

Dec 2, 2016

May 29, 2024

MILLER, ARDEN, DANIEL

President

yes

02/2020

Apr 1, 2021

May 29, 2024

OCEANFIRST FINANCIAL CORP.

BANK HOLDING CO.

yes

07/1996

Mar 16, 2018

May 29, 2024

OCEANFIRST BANK

Member

12/2017

Mar 16, 2018

May 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ADDISON CAPITAL, LLC

n/a

Mixed wealth

$1.1B

yes

n/a

NEST INSURANCE LLC

n/a

yes

n/a

NEST INVESTMENTS BD LLC

n/a

yes

n/a

NUMISMATIC DIGITAL ASSET FUND LP

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$132M

n/a

2024

Mar 25, 2025

$102M

n/a

2023

Mar 21, 2024

$74.1M

n/a

2022

Mar 31, 2023

$64.2M

n/a

2021

Mar 30, 2022

$93.1M

n/a

2020

Apr 1, 2021

$82.3M

n/a

2019

Mar 10, 2020

$33.8M

n/a

2018

Mar 27, 2019

$2.5M

n/a

2017

Mar 16, 2018

$989,528

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

11.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$132M

$102M

29.7%

$64.2M

27.1%