SourcingSourcing

NECTARINE FINANCIAL, INC.

C20
CRD 327155·SEC 801-128604·SAN DIEGO, CA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NECTARINE FINANCIAL, INC.
CRD
327155
SEC file #
801-128604
EIN
—
DBA names
Nectarine

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Individuals Other2,601
Individuals High Net Worth609

Operations

Employees (total)
31
Advisory staff (per ADV)
30
Advisory staff (5-yr trend)
'25'26
23 advisors → 30 advisors▲ +30%
Primary office
SAN DIEGO CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningSelection of other advisers
Fee basis
Fixed feesOther Compensation

Filings

Latest ADV filing
04/10/2026
ADV-W filed at
—
Website
instagram.com/hello_nectarine(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Schneider, Jeremy, Bryan
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Schneider, Jeremy, Bryan
SIDERIS, SHANE, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:nectarine.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3583
Soi Zip Pct 200k Plus
0.1299
Soi Zip Returns 200k Plus
3,180
Soi Zip Total AGI
2,932,883
Fdic Zip Total Deposits
31,672,125,000
Fdic Zip Branch Count
301
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
30
Bc Firm IAR Count
30
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaSan Diego, CA
Home Savings of America, FSBSan Diego, CA
Fdic Zip HHI
1183.48
Fdic Zip Top Bank Share Pct
22.53
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI46,416
Returns3,770
Stub 2
AGI152,257
Returns4,030
Stub 3
AGI276,164
Returns4,430
Soi Zip Total Business Income
91,408
Soi Zip Total Cap Gains
181,283
Soi Zip Total Dividends
75,496
Soi Zip Total Returns
24,480
Top Owner CRD
7761315
Trust Company Affiliate
No

People (32)

32
Schneider, Jeremy, Bryan
Direct Owner · 62.5%
7761315
SIDERIS, SHANE, MICHAEL
IAR · Direct Owner · 37.5%
6097241
Ton, Vivi, Nu
Direct Owner · 17.5%
7760561
MICHELLE WILLIAMS ONAKA
IAR
7842658
DEVIN PATRICK WATTS
IAR
7005109
John Michael O'Callaghan
IAR
7723884
VINEE TANEJA MEHTA
IAR
3269001
DIANA WANG LOUIE
IAR
5126097
Nicholas Gregory Kyburz
IAR
8231572
Philip Burdette Francois
IAR
6432808
DARCI COLLEEN ZAUNMILLER
IAR
5105798
Kelly Lavieri Palmer
IAR
7147243
ARIK KERMIT PETERSON
IAR
4356241
SARA JEAN ZUCKERMAN
IAR
5052295
Melody Brady
IAR
5917151
Derek Todd Merkler
IAR
6742666
Mark Christopher Toreja Reyes
IAR
5840102
DAVID SCOTT BARTA
IAR
6159570
Carla Taylor Adams
IAR
5519001
Heather Nicole Comella
IAR
6766632
Nicholas Troubetzkoy Booth
IAR
7066250
MADISON NESTOR SHARICK
IAR
6432194
Thomas Jack Modec
IAR
6817384
Sara Marianne Richart Young
IAR
7290529
Lillian Hope Turner
IAR
6789294
CRISTINA PEREZ
IAR
7002700
CHRISTOPHER GEORGE REDDICK
IAR
7129963
JAMES CHIGUNGU MWOMBELA
IAR
6598762
MAX CHASE PASHMAN
IAR
6640294
LINDA NMN GRIZELY
IAR
1967857
KATHLEEN BRITTANY BOYD
IAR
6608573
Adam Nicholas Coleman
IAR
7878651