Fee-only adviser · Chadds Ford, PA
Owls Nest Partners
Owls Nest Partners is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Chadds Ford, Pennsylvania. On its latest Form ADV, filed March 30, 2026, it reports $441M in regulatory assets under management and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 289811 · SEC file 801-120755 |
| Office | 223 Wilmington-West Chester Pike Suite 300 Chadds Ford, PA 19317 |
| Phone | (484) 352-1110 |
| Website | www.owlsnestpartners.com |
| Regulatory assets under management | $441M |
| Individual clients | Fewer than 5 |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 10 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Chadds Ford
- DT Investment Partners, LLC $1.9B
- Smithbridge Asset Management, Inc. $831M
- Chadds Ford Wealth Partners, LLC $1.3B
- Dimatteo Financial Group $42M
- PF Advisors $238M
- Gardner Lewis Asset Management LP $456M
See all 7 fee-only advisers in Chadds Ford →
Nearby
- Rockland 1 firm
- Montchanin 1 firm
- Kennett Square 2 firms
- Glen Mills 2 firms
- West Chester 6 firms
- Chester Heights 1 firm
- Wilmington 17 firms
- Media 6 firms
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