{
  "crd_number": 166884,
  "slug": "nexxus-holdings-advisors-llc-santa-barbara-ca-166884",
  "primary_business_name": "NEXXUS HOLDINGS ADVISORS LLC",
  "legal_name": "NEXXUS HOLDINGS ADVISORS LLC",
  "dbas": [],
  "city": "Santa Barbara",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "42200",
  "metro": {
    "cbsa_code": "42200",
    "common_name": "Santa Maria",
    "msa_name": "Santa Maria-Santa Barbara, CA",
    "path": "/advisors/ca/santa-maria"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-07-08",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 246222556.0,
  "raum_discretionary": 246222556.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 197994.0,
      "count": 1,
      "description": "TRUST"
    },
    "pooled_investment_vehicles": {
      "raum": 246024562.0,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166884",
  "city_as_filed": "SANTA BARBARA",
  "url": "https://advisorcensus.com/firm/nexxus-holdings-advisors-llc-santa-barbara-ca-166884",
  "display_name": "Nexxus Holdings Advisors LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Nexxus Holdings Advisors LLC (CRD 166884): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Nexxus Holdings Advisors LLC compensated?",
      "a": "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."
    },
    {
      "q": "How much does Nexxus Holdings Advisors LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Nexxus Holdings Advisors LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Nexxus Holdings Advisors LLC registered with the SEC or a state?",
      "a": "Nexxus Holdings Advisors LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 166884."
    },
    {
      "q": "How much does Nexxus Holdings Advisors LLC manage?",
      "a": "Nexxus Holdings Advisors LLC reports $246,222,556 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Nexxus Holdings Advisors LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Nexxus Holdings Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3); other (1)."
    },
    {
      "q": "Does Nexxus Holdings Advisors LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Nexxus Holdings Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 4."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 158009893.0,
      "total_employees": 2,
      "filing_date": "2021-08-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 170155821.0,
      "total_employees": 3,
      "filing_date": "2022-07-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 195641825.0,
      "total_employees": 5,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 151218475.0,
      "total_employees": 4,
      "filing_date": "2024-04-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 263148411.0,
      "total_employees": 4,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 246222556.0,
      "total_employees": 7,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "1% to 2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Management Fees typically range between 1% – 2% of net assets of the client account annually."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        1.0,
        2.0
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Management Fees typically range between 1% – 2% of net assets of the client account annually."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/nexxus-holdings-advisors-llc-santa-barbara-ca-166884.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 246024562.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 1,
      "fewer_than_5": false,
      "raum": 197994.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166884",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}