# 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.

- CRD: 315250
- Legal name: NEXUS338, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cabin John, MD
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315250
- AdvisorCensus page: https://advisorcensus.com/firm/nexus338-cabin-john-md-315250

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 10, 2026)

- Flat fee: $20,000 to $200,000 a quarter (3(38) Core Menu Service)

> 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…)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $407,836,409
- Discretionary: $92,556,689
- Non-discretionary: $315,279,720

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $681,652 |
| High net worth individuals | 9 | $40,445,124 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 456 | $310,091,264 |
| Corporations or other businesses not listed above | Fewer than 5 | $56,618,369 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [nexus338.com](https://nexus338.com)
- LinkedIn @nexus338

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 1 | August 9, 2021 |
| October 2022 | Not reported | 1 | March 10, 2022 |
| October 2023 | Not reported | 1 | January 11, 2023 |
| October 2024 | $130,533,304 | 1 | September 19, 2024 |
| October 2025 | $351,805,973 | 1 | February 12, 2025 |
| October 2026 | $407,836,409 | 3 | February 11, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. NEXUS338 (CRD 315250): Form ADV filing data as of October 2026.