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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2000
- Office Locations
- 5
Office Locations
About Nesteggs, Inc.
NestEggs is a bundled TPA, open-architecture recordkeeper, and RIA that custom-builds and operates 401(k), pension, MEP and PEP plans. It provides ERISA 3(16) fiduciary administration and 3(38) discretionary investment management, with low-cost lineups, payroll integration, and enrollment/education technology. Partners can white-label its RK+TPA+RIA ecosystem for PEPs; NestEggs focuses only on plan assets and uses transparent, no-commission fees.
Reported data analysis
What the numbers show
Between March 25, 2025 and July 7, 2026, reported AUM increased 25.7%, from $724.7M to $911.3M.
Across 5 reported observations, AUM increased 140.7% between March 31, 2022 and July 7, 2026, from $378.5M to $911.3M.
Of the latest reported AUM, 90.3% is discretionary and 9.7% is non-discretionary.
The firm reports 9 advisory representatives and 616 clients, or 68.4 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 5 reported office locations and 25 years in operation. The source data was last updated on July 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Nesteggs, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KEVIN BROOKS CHEEZUM
Chief Compliance Officer, President
- CRD
- #4736471
- Ownership
- 25% but less than 50%
Alexander Bullock Jenkins
CHIEF REVENUE OFFICER, Principal
- CRD
- #6998053
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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IRENE ADELMAN
Vice President
- CRD
- #5447576
Jason Robert Bak
Associate
- CRD
- #7295238
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $822,869,070 | $1,139,708 |
| Non-Discretionary | $88,389,949 | $2,388,918 |
| Total | $911,259,019 | $1,200,605 |
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Separately Managed Accounts
SMA allocation detail is available
Nesteggs, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.