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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- PrimeCapital +more
- Established Date
- 02-28-2013
- Office Locations
- 1
Office Locations
About Histor Investing, LLC
HistorInvesting, LLC is a Williamsburg, VA registered investment adviser and part of The Histor Companies, providing personalized financial planning, wealth strategy, and investment guidance delivered in-person or online. The firm also offers specialized assistance for executors and trustees settling estates and trusts, and—through HistorConsulting—advises nonprofits and independent schools on financial and management strategy. Portfolios commonly use ETFs and U.S. government/agency bonds, with custody through firms such as Schwab and Fidelity.
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CHERYL ORANGE NESTER
Registered Representative
- CRD
- #1062277
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $28,552,517 | -- |
| Total | $28,552,517 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,552,517
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,486,019,392 | 41.1% |
| Cash | $383,255,610 | 10.6% |
| U.S. Government/Agency | $723,123,792 | 20.0% |
| Equity - Exchange | $1,023,220,164 | 28.3% |
| Total | $3,615,618,958 | 100.0% |