NUTMEG CAPITAL ADVISORS, LLC

Overview

Nutmeg Capital Advisors, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small business owners. The firm operates under an owner-type classified as individual and charges clients via a mix of percentage-of-AUM, hourly and fixed fees. Its stated allocation preference is equities: the majority of client assets are held in exchange-traded equity vehicles, and advisory activity centers on customized portfolio management and planning rather than institutional consulting or pension work. The firm does not present itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator to separate managed funds. Nutmeg’s business model appears oriented to high-touch relationships with a concentrated client base, delivering both planning and ongoing discretionary management rather than broad product distribution.

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Public Holdings

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Location & Offices