Nuts2invest.com, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$0
About
Nuts2Invest.com, LLC provides online subscription access to portfolio‑building and security‑ranking tools for individual investors, with coverage for direct contribution plans (401(k)/403(b)/457), IRAs/Roth IRAs, mutual funds, ETFs and individual company stocks. The firm describes its website as an informational, self‑help platform rather than a broker‑dealer or discretionary investment manager; it does not execute trades, hold custody of client assets, or provide individualized fiduciary advice.
The firm’s services are driven by a patent‑pending proprietary software engine that ranks securities and proposes portfolio weights using historical and current returns, volatility, fees, manager tenure and modern portfolio theory statistics, and it asks users to specify a risk appetite (conservative, moderate, aggressive, advanced). Based on those inputs, Nuts2Invest generates objective rankings, provides periodic performance updates and rebalancing recommendations, and sends alerts triggered by market movements, while explicitly not addressing tax considerations.
Compared with many independent advisers, Nuts2Invest is notable for operating primarily as an internet adviser and offering its tools via an annual or monthly subscription rather than managing client assets or charging percentage‑of‑AUM fees. The brochure also highlights the firm’s broad automated coverage (including ranking over 26,000 mutual funds), its stated use of affiliate advertising revenue, and its consistent position that recommendations are non‑discretionary and must be implemented by users through their chosen brokers.
Client services
Financial planning
Self-help (do-it-yourself or diy) investment portfolio services at investors' specific directions
Self-help (do-it-yourself or diy) investment portfolio services at investors' specific directions
Expertise
Passive / index investing
Fee options
Annual or monthly subscription fees payable in advance to use portfolio building tools
Most active in
Nuts2invest.com, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
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 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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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