This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

other adviserderivedprivate_client_share=0.1 fund_share=0.0 institutional_share=0.76 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$408MItem 5.F on the latest filing (2026-02-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$92.6M

Private client RAUM

$41.1MderivedItem 5.D individuals plus high net worth individuals

Private client share

10%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$408Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

474

High net worth clients

9

SEC number

801-122274

CRD

315250

Filings on the tape

9

First filed

Aug 9, 2021

Latest filed

Feb 11, 2026

Organised

Corporation, VA

Website

nexus338.com

• Occurred

  Feb 12, 2025
  Regulatory AUM changed

  Nexus338 reported RAUM $351.8M, up 170% from $130.5M (2024-09-19 to 2025-02-12)

  Form ADVobserved 4 days ago
  $221M
• Occurred

  Aug 9, 2021
  First Form ADV filing

  Nexus338 filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7238cf76-e884-53eb-7418-9f85ef83b34f

First observed

Aug 9, 2021

Last observed

Feb 11, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.