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| Keyboard |
| Nexus338 LLC
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|---|---|
| CRD # | 315250 |
| SEC # | 801-122274 |
| CIK # | |
| AUM | 407.8 M (2026-02-11) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 571-348-0800 |
| Address | 6409 81st Street Cabin John, MD 20818 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.7 |
| (b) Individuals (high net worth individuals) | 9 | 40.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 456 | 310.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 56.6 |
| (n) Other | 0 | 0.0 |
| Total | 474 | 407.8 |
| By Discretionary | ||
| Discretionary | 18 | 92.6 |
| Non-Discretionary | 456 | 315.3 |
| Total | 474 | 407.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 407.8 | |
| Total | 474 | 407.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
|
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|
VA | 410.0 M |
|
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|
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|
Code Waechter LLC
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|
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|
Capstone Capital LLC
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|
Fifth Force Management LLC
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|
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OH | 406.9 M |
|
United Wealth Management LLC
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406.6 M | |
|
Bontempo OHLY Capital Management LLC
✚
|
MD | 405.7 M |