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Nexxus Holdings Advisors LLC
Filed as NEXXUS HOLDINGS ADVISORS LLC
Nexxus Holdings Advisors LLC is an SEC-registered investment advisory firm in Santa Barbara, CA, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Nexxus Holdings Advisors LLC compensated?
On its Form ADV (Item 5.E, October 2026), Nexxus Holdings Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
What does Nexxus Holdings Advisors LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 1% to 2% 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 Nexxus Holdings Advisors LLC located?
Nexxus Holdings Advisors LLC's principal office is in Santa Barbara, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Nexxus Holdings Advisors LLC registered with the SEC or a state?
Nexxus Holdings Advisors LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 166884.
How much does Nexxus Holdings Advisors LLC manage?
Nexxus Holdings Advisors LLC reports $246,222,556 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).
How have Nexxus Holdings Advisors LLC's assets and staff changed since 2021?
In the Form ADV data for Nexxus Holdings Advisors LLC: Regulatory assets under management: $158,009,893 in the October 2021 data and $246,222,556 in the October 2026 data, up 56%. Total employees: 2 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Nexxus Holdings Advisors LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3); other (1).
Does Nexxus Holdings 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/166884
What changed in Nexxus Holdings Advisors LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4.
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
- Fixed fees (other than subscription fees)
- Performance-based 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 2AAsset-based fee: 1% to 2% a year (a range, as the brochure states it)
The brochure's wording
Management Fees typically range between 1% – 2% of net assets of the client account annually.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 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$246,222,556 as of October 2026, filing dated March 27, 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (12 years)
- Employees
- Total: 7. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
- Not reported.
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 | $246,222,556 | 7 | March 27, 2026 |
| October 2025 | $263,148,411 | 4 | March 27, 2025 |
| October 2024 | $151,218,475 | 4 | April 26, 2024 |
| October 2023 | $195,641,825 | 5 | March 27, 2023 |
| October 2022 | $170,155,821 | 3 | July 22, 2022 |
| October 2021 | $158,009,893 | 2 | August 2, 2021 |
Regulatory assets under management: $158,009,893 in the October 2021 data and $246,222,556 in the October 2026 data, up 56%.
Total employees: 2 in October 2021 and 7 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- April 2026
- Employees performing advisory functions went from 3 to 4.
- December 2025
- Updated its list of owners and control persons (Schedule A).
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.INot reported.
Source: 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. Nexxus Holdings Advisors LLC (CRD 166884): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/nexxus-holdings-advisors-llc-santa-barbara-ca-166884