AdvisorCensus / Financial advisors / District of Columbia / Washington / NEXUS338
NEXUS338 is an SEC-registered investment advisory firm in Cabin John, MD, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.
Quick answers
From the filingHow is NEXUS338 compensated?
On its Form ADV (Item 5.E, October 2026), NEXUS338 reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does NEXUS338 charge?
Its Form ADV Part 2A brochure dated February 10, 2026 states: Flat fee: $20,000 to $200,000 a quarter (3(38) Core Menu Service); Hourly rate: $500 to $700 an hour (additional services that were not originally contemplated or requested…). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is NEXUS338 located?
NEXUS338's principal office is in Cabin John, MD, according to its Form ADV.
Is NEXUS338 registered with the SEC or a state?
NEXUS338 is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315250.
How much does NEXUS338 manage?
NEXUS338 reports $407,836,409 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (23% discretionary).
How have NEXUS338's assets and staff changed since 2021?
In the Form ADV data for NEXUS338: Regulatory assets under management: $130,533,304 in the October 2024 data and $407,836,409 in the October 2026 data, up 212%. Total employees: 1 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does NEXUS338 serve?
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (456); high net worth individuals (9).
Which custodians does NEXUS338 use?
NEXUS338's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does NEXUS338 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/315250
What changed in NEXUS338's recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $351,805,973 to $407,836,409 (+16%).
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
- Hourly charges
- Fixed fees (other than subscription fees)
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 2AFlat fee: $20,000 to $200,000 a quarter (3(38) Core Menu Service)
The brochure's wording
The fee for the 3(38) Core Menu Service is a fixed fee paid quarterly in arrears that ranges from $20,000 to $200,000.
Hourly rate: $500 to $700 an hour (additional services that were not originally contemplated or requested…)
The brochure's wording
An hourly fee between $500 to $700 would be charged for additional services that were not originally contemplated or requested under the fixed or asset-based fee arrangements described above.
As stated in the firm's Form ADV Part 2A brochure dated February 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$407,836,409 as of October 2026, filing dated February 11, 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- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- NEXUS338, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $407,836,409 | 3 | February 11, 2026 |
| October 2025 | $351,805,973 | 1 | February 12, 2025 |
| October 2024 | $130,533,304 | 1 | September 19, 2024 |
| October 2023 | Not reported | 1 | January 11, 2023 |
| October 2022 | Not reported | 1 | March 10, 2022 |
| October 2021 | Not reported | 1 | August 9, 2021 |
Regulatory assets under management: $130,533,304 in the October 2024 data and $407,836,409 in the October 2026 data, up 212%.
Total employees: 1 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $351,805,973 to $407,836,409 (+16%).
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. NEXUS338 (CRD 315250): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/nexus338-cabin-john-md-315250