A complete list of active advisors currently associated with Nutmeg Capital Advisors, LLC

Warmer can help you find a great advisor at Nutmeg Capital Advisors, LLC or one who fits your needs even better.

Nutmeg Capital Advisors is a small independent registered investment adviser that provides discretionary portfolio management to individual clients (including high‑net‑worth individuals), as well as trusts and estates, and offers comprehensive written financial planning. Services are tailored to clients’ investment objectives, time horizons and risk tolerances and delivered under written advisory agreements. The firm combines fundamental and technical methods — including charting, cyclical analysis, buy‑and‑hold positions and shorter‑term trading — to implement client strategies and conducts continuous account monitoring with periodic reviews. Notably, the firm employs margin borrowing and option strategies such as covered‑call writing in separately managed accounts, practices that are relatively uncommon among independent advisers. As a solo adviser managing roughly $42 million in discretionary assets, the firm emphasizes individualized management overseen by a principal who holds the CFP designation. The firm also aggregates block trades across client accounts and relies on an institutional brokerage platform to support trade execution, custody and back‑office functions.

To learn more about the advisors currently working at Nutmeg Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Philip Nassau	Hartford, CT	37

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