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- Custodian
- Folio Investments · Goldman Sachs · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2018
- Office Locations
- 1
Office Locations
About Nest Financial LLC
Nest Financial is an Austin-based RIA serving entrepreneurs, business owners, and other innovators with financial planning and ongoing portfolio management. The firm builds ETF-driven portfolios and actively rebalances to match client risk tolerance and changing markets. Clients cite highly responsive service and a focus on investor education, including support for women entrepreneurs. Custody includes LPL Financial.
Team overview
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Investment Themes
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Platform
Services
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Owner & Executives
DANIEL G DILLARD
founder
- CRD
- #4289333
- Ownership
- Less than 5%
SEAN IAN MCDOUGLE
Chief Compliance Officer, Senior Business Systems Analyst
- CRD
- #5735785
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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