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Nexxus Holdings Advisors LLC

Santa Barbara, CASEC-registered investment adviserCRD 166884

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.

12 years
registered since 2014
$246,222,556
assets under management
3 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How 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 2A

Asset-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

$246,222,556 as of October 2026, filing dated March 27, 2026.

Discretionary: $246,222,556.Non-discretionary: $0.

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.D
Pooled investment vehicles (other than investment companies and business development companies)
Clients 3 Assets $246,024,562 (100%)
Other
Clients 1 Assets $197,994 (0%)

A 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
London
States registered or notice-filed
Not reported.

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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
$158M 2021 $170M 2022 $196M 2023 $151M 2024 $263M 2025 $246M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$246,222,5567March 27, 2026
October 2025$263,148,4114March 27, 2025
October 2024$151,218,4754April 26, 2024
October 2023$195,641,8255March 27, 2023
October 2022$170,155,8213July 22, 2022
October 2021$158,009,8932August 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
  1. April 2026
    • Employees performing advisory functions went from 3 to 4.
  2. 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.I

Not 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