NEXUS CAPITAL INC
Firm details
- Headquarters
- MATTHEWS, North Carolina
- CRD number
- 291866
- Website
- www.nexuscapitalinc.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- Exchange Traded Equities42%
- Cash & Cash Equivalents13%
Contacts
3 of 3Nadir Noorani
Investment Advisor RepresentativeCRD 6893874
AFZAL MITHWANI
Investment Adviser RepresentativeCRD 3100323
ANUP DESAI
Investment Adviser RepresentativeCRD 5064348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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