Nexus Capital, LLC

RIAState Registered

Total AUM

$13.3M

Discretionary

$12.6M

94% of AUM

Avg account

$178K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Pittsford, New York
CRD number: 288758
Registered since: June 23, 2017
Website: www.nexuscapitalco.com
Custodians: INTERACTIVE BROKERS LLC, THE CAPITAL GROUP SECURITIES, INC.
Fee structure: Percentage of AUM
Client types: Individuals53.36%
HNWI40.45%
Pension & Profit Sharing Plans5.6%
Corporations / Businesses0.58%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Nexus Capital, LLC is a New York–based limited liability company that operates as a non-independent retail registered investment adviser serving both individual/family and institutional clients. Its primary advisory activity is portfolio management for individuals and small businesses, with a fee model based on a percentage of assets under management. The firm is owned by a domestic entity and/or individual principals and lists an affiliation with an insurance company, which suggests distribution or product relationships with insurers rather than an independent custodian model. Nexus does not identify as an ESG-focused investor.