NEXUS CAPITAL INC

RIASEC Registered
Total AUM
$9.6M
Discretionary
$9.6M
100% of AUM
Avg account
$128K
Accounts
75
Employees
3
Advisory reps
3

Firm details

Headquarters
MATTHEWS, North Carolina
CRD number
291866
Custodians
CHARLES SCHWAB & CO., INC., AMERICAN FUNDS & TRUSTS INCORPORATED
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals58%
  • Pension & Profit Sharing Plans42%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Nexus Capital Inc. is an independent registered investment adviser organized as a corporation that serves individual and family clients as well as some institutional relationships. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting with complementary business lines as an insurance broker and accountant. Fee arrangements include both a percentage-of-assets model and hourly billing, which suggests a mix of ongoing advisory relationships and project-based work. Investment activity centers on publicly available pooled vehicles for core exposures, supplemented by access to third‑party alternative strategies. Nexus Capital is not flagged as an active ESG investor. Its advisory scope and industry affiliations indicate the firm can participate in sponsor or managing-member roles for pooled investment vehicles when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Exchange Traded Equities 42%, Cash & Cash Equivalents 13%45%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities42%
  • Cash & Cash Equivalents13%

Contacts

3 of 3
  • Nadir Noorani

    Investment Advisor RepresentativeCRD 6893874

  • AFZAL MITHWANI

    Investment Adviser RepresentativeCRD 3100323

  • ANUP DESAI

    Investment Adviser RepresentativeCRD 5064348

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MATTHEWS, NC

MECKLENBURG

Location

MATTHEWS, NC

Headquartered in MATTHEWS, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
2423B Plantation Center Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth