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CEO and CCO · Nest EGG

Michael A. Church

CRD 4936122 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Nest EGG, an SEC-registered wealth manager based in Conshohocken, PA with $132 million in regulatory assets, lists Michael A. Church on its Form ADV as CEO and CCO, a control person. The SEC filings also name Michael at 1 other registered adviser.

Firms and roles

  • Nest EGGCEO and CCOWealth manager · Conshohocken, PA · $132M in regulatory assets
  • Addison CapitalCEOAsset manager · Conshohocken, PA · $1.1B in regulatory assets

AtlasMembers

Michael’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.