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NEXUS338
Legal name: NEXUS338, LLC
CRD 315250File 801-122274
APPROVED
Retail clients
Filing as of Feb 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$407.8M
Below cohort median (national)
Discretionary AUM
$92.6M
Non-discretionary $315.3M
Clients
465
474 accounts
Employees
3
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 7, 2021
- Principal office
- 6409 81ST STREET, CABIN JOHN, MD, 20818
- Phone
- 571-348-0800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $407.8M
- Discretionary AUM
- $92.6M
- Non-discretionary AUM
- $315.3M
- Discretionary accounts
- 18
- Non-discretionary accounts
- 456
- Total accounts
- 474
- AUM per client
- $877K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $56.6M |
| High net worth individuals | 9 | $40.4M |
| Pension and profit sharing plans | 456 | $310.1M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $682K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.