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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2005
- Office Locations
- 1
Office Locations
About Nutmeg Capital Advisors, LLC
Nutmeg Capital Advisors, LLC is a Hartford-based RIA. The firm has been operating for 21 years. Managing $41.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 37 clients, or 37 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Client Personas
- Investment Themes
- Services
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Owner & Executives
PHILIP ALEXANDER NASSAU
Manager
- CRD
- #1529052
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,836,693 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,836,693 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Nutmeg Capital Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.