NEXUS338

NEXUS338, LLC

CRD 315250 · SEC 801-122274

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6409 81ST STREET, CABIN JOHN, MD, 20818, United States

Phone

571-348-0800

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$407.8M

Discretionary AUM

$92.6M

Team

3 total employees; 2 advisory reps

Clients

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Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-11

Disciplinary history

Services

Portfolio management (individuals)PLAN FIDUCIARIES, PLAN SPONSORS OR APPOINTED COMMITTEES AND FIDUCIARIES OF ACCOUNT BASED-DEFINED CONTRIBUTION RETIREMENT PLANS

Client types

Type	Clients	AUM
High net worth individuals	9	$40.4M
Pension/profit sharing plans	456	$310.1M

States served

All web addresses on file

https://www.linkedin.com/company/nexus338
https://www.nexus338.com

Official SEC filing: View on IAPD