Chestnut Investment Advisory

Overview

Chestnut Investment Advisory is a small, independent registered investment adviser operating as a sole proprietorship and focused on serving individuals and families. The firm combines fee-based portfolio management with financial planning and a mix of percentage-of-AUM and hourly billing. Its client relationships are largely advisory and non-discretionary, which means clients retain final trading authority while the adviser provides recommendations, planning and portfolio construction. Investment activity shows a clear tilt toward publicly traded equities, supplemented by access to a wide slate of alternative third‑party funds and conservative fixed‑income vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices