# NestEggs

NestEggs is an Asset Manager based in Jacksonville, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Jacksonville, United States
- **Region:** North America
- **Address:** Roseville, CA, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** nesteggs.co

## Regulatory record

- **CRD number:** 133507
- **SEC file number:** 801-63869
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133507

## About

NESTEGGS, INC. is an SEC-registered investment adviser in JACKSONVILLE, FL, registered since 2005. The firm manages $911 million in assets, with $823 million on a discretionary basis. It has 29 employees and 9 investment advisers.

## Sectors

- FinTech
- Real Estate
- Private Credit

## People

- Benson Porter — CEO

## Questions

### Who runs investment decisions at NestEggs?

Benson Porter, the firm's founder and CEO, leads the company. He previously spent over two decades at Boeing Employees Credit Union (BECU), where he served as president and CEO, growing BECU into Washington state's largest credit union. His background is in retail financial services and credit-union governance rather than traditional institutional portfolio management. The platform itself is structured so that individual investors using self-directed IRAs or solo 401(k)s make their own allocation decisions among the available real estate and private-credit offerings.

## Related profiles

- [Scamardo Financial](https://altss.com/profile/scamardo-financial-llc)
- [Cannon Financial Strategists](https://altss.com/profile/cannon-financial-strategists-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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