Kevin Nester
NBT Capital Management · Peoria Heights, Illinois
Kevin Nester is a fee-only financial advisor at NBT Capital Management in Peoria Heights, Illinois. NBT Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | NBT Capital Management |
|---|---|
| Based in | Peoria Heights, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.61B across 1,308 accounts |
| SEC registration | Investment adviser representative in IL · CRD 5294565 |
| Exams passed | Series 66 (2007) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.clevelandhauswirth.com |
How Kevin's firm compares
- NBT Capital Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 1,308 accounts).
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Questions about Kevin
Is Kevin Nester a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and NBT Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, NBT Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Nester based?
Kevin Nester is based in Peoria Heights, Illinois.
Is Kevin Nester registered with the SEC?
Yes. Kevin Nester is registered as an investment adviser representative in IL (CRD 5294565), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does NBT Capital Management manage?
NBT Capital Management reports $1.61B across 1,308 accounts in assets under management.
How do I contact Kevin Nester?
Through Kevin's website, www.clevelandhauswirth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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