NESTVST
Firm details
- Headquarters
- SUGAR LAND, Texas
- CRD number
- 336825
- Registered since
- November 14, 2025
- Custodians
- ALPACA SECURITIES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Nestvst is an LLC that provides portfolio management primarily for individual and family clients, and for small businesses. Its stated fee arrangements include both a percentage-of-AUM component and fixed fees. The firm’s regulatory snapshot lists an SEC registration year of 2025 and classifies the owner type as a mix of a domestic entity and an individual. Nestvst does not identify itself as an active ESG investor, is not a multistate adviser, and does not serve as a pension consultant or capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1Azer Karimov
Financial AdvisorCRD 7201730
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SUGAR LAND, TX
FORT BEND
Location
SUGAR LAND, TX
Headquartered in SUGAR LAND, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- FORT BEND
- Address
- 14090 Southwest Fwy
- Time zone
- CT (UTC-6)
- Office locations
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