NEXUS CAPITAL, LLC

RIASEC RegisteredEst. 2017

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 small, fee-based investment adviser that focuses on portfolio management for individual and small-business clients. The firm concentrates its public allocations in mutual funds and other pooled public vehicles while supplementing client portfolios with third-party alternative managers when appropriate. Its model appears built around discretionary management — nearly all assets are managed under authority — and its investment mix emphasizes diversified exposure through external fund managers rather than direct single-stock concentrated bets or proprietary product shelf. The firm is not positioned as an ESG specialist.