NEARSIDE ADVISORS, LLC

Overview

Nearside Advisors, LLC is a recently formed limited liability company that registered with the SEC in 2026 and is owned by an individual. The firm provides financial planning and portfolio management services targeted at individuals and small businesses and charges clients on a percentage-of-assets-under-management basis. Nearside does not position itself as an ESG investor, does not operate as a multi-state adviser, and is not listed as a capital allocator or pension consultant. Its regulatory classification is unclassified. The firm is in a start-up phase of operations; its stated advisory activities focus on standard financial planning and discretionary portfolio management rather than niche institutional services or complex product structuring.

Assets & Accounts