AdvisorCensus / Financial advisors / Texas / Dallas / Nexus One Financial Advisors LLC
Nexus One Financial Advisors LLC is an SEC-registered investment advisory firm in Plano, TX, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 3, 2026.
Quick answers
From the filingHow is Nexus One Financial Advisors LLC compensated?
On its Form ADV (Item 5.E, October 2026), Nexus One Financial Advisors LLC reports these compensation arrangements: a percentage of assets under its management.
What does Nexus One Financial Advisors LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated August 10, 2026 states: Asset-based fee: 0.5% to 1.85% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Nexus One Financial Advisors LLC located?
Nexus One Financial Advisors LLC's principal office is in Plano, TX, according to its Form ADV.
Is Nexus One Financial Advisors LLC registered with the SEC or a state?
Nexus One Financial Advisors LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336809.
How much does Nexus One Financial Advisors LLC manage?
Nexus One Financial Advisors LLC reports $552,000,000 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary).
What types of clients does Nexus One Financial Advisors LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (500); high net worth individuals (185).
Which custodians does Nexus One Financial Advisors LLC use?
Nexus One Financial Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.
Does Nexus One Financial Advisors LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336809
Does Nexus One Financial Advisors LLC state an account minimum?
Its Form ADV Part 2A brochure dated August 10, 2026 says: "Nexus One generally does not impose a minimum relationship size."
What changed in Nexus One Financial Advisors LLC's recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $0 to $552,000,000.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 1.85% a year (a range, as the brochure states it)
The brochure's wording
Wealth management fees range from 0.50% to 1.85% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.
Account minimum: None
The brochure's wording
Nexus One generally does not impose a minimum relationship size.
As stated in the firm's Form ADV Part 2A brochure dated August 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$552,000,000 as of October 2026, filing dated September 3, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 10. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $0 to $552,000,000.
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Nexus One Financial Advisors LLC (CRD 336809): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/nexus-one-financial-advisors-llc-plano-tx-336809