Asset manager · Downey, CA
Nestyield Etfs
Nest EGG Etfs, LLC · SEC-registered investment adviser · CRD 332971 · SEC 801-131316
At a glance
Nestyield Etfs is an SEC-registered investment adviser based in Downey, California, with $517 million in regulatory assets under management as of its Form ADV filed March 23, 2026. Its largest client group by assets is other investment advisers. By Form ADV it is a asset manager, ranked 1,660th of 3,218 asset managers and 7,688th of 17,210 SEC-registered advisers by assets.
Main office 866-475-5050nestyield.comAs filed on Form ADV
- Regulatory AUM
- $517M
- Rank among asset managers
- #1,660 of 3,218
- Rank among all SEC RIAs
- #7,688 of 17,210
- Rank in California
- #890 of 1,873
- Clients
- 4
- Accounts
- 3,033
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Manuel RamosManaging Member, CEO
- John T. McDevittChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Nestyield Etfs is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Centaurus Financial, Inc..
- Centaurus Financial, Inc. ↗CRD 30833
Its Form ADV brochure (filed March 2026) names Centaurus Financial as the broker-dealer its advisers are registered with.
Cordoba are registered representatives of Centaurus Financial, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | 1 | $332M | 64% |
| Investment companies | 3 | $185M | 36% |
Disciplinary disclosures
Nestyield Etfs reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
How it’s paid
- A percentage of assets under management
- Commissions
Form ADV and brochures on the SEC’s adviser search ↗nestyield.com ↗
AtlasMembers
The full record on Nestyield Etfs
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 1,022 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Nestyield Etfs manage?
Nestyield Etfs reports $517 million in regulatory assets under management across 3,033 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 23, 2026.
What kind of firm is Nestyield Etfs?
Nestyield Etfs is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Nestyield Etfs’s clients?
By assets, its largest client types are other investment advisers ($332 million, 1 clients); investment companies ($185 million, 3 clients).
Does Nestyield Etfs have any disciplinary history?
Nestyield Etfs reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Nestyield Etfs’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →