Nevis Equity Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$685,985
Clients
7
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$97,998
About
Nevis Equity Advisors serves individuals and high-net-worth individuals with discretionary wealth management, investment management, and comprehensive financial planning, including retirement-account advice. Portfolios may include individual stocks, bonds, ETFs, mutual funds, alternative investments and cryptocurrency, and the firm may recommend unaffiliated independent managers for portions of client accounts.
The firm employs fundamental analysis and generally favors long-term investment strategies while permitting shorter-term trades for rebalancing, tax management, or to address changing client objectives. Nevis constructs customized asset allocations, conducts internal due diligence, and monitors accounts on a regular basis; clients may place reasonable investment restrictions subject to the firm’s acceptance.
Distinctive for a solo independent advisor, the firm’s principal also operates as a licensed mortgage loan originator and maintains other outside businesses—a Central Park tour operation and a co-founded tech venture for urban shared parking—with those activities disclosed as separate services or potential equity interests. The firm manages a small client base (seven clients and roughly $686,000 in assets under management) and explicitly focuses on higher-net-worth clients while incorporating alternative investments and independent-manager solutions that differentiate it from many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Fee options
$0 - $100,000: 1.30% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.20% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.10% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.95% $5,000,001+: 0.90%
Minimum fee: $1,000 minimum fee per household or 1.3%, whichever is greater, subject to Advisor discretion Fee-only: Wealth management fee based on assets under management; no commissions or performance fees
Main office location
Nevis Equity Advisors LLC
New York NY, United States
Number of offices
1
Most active in
Nevis Equity Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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