Nexus Capital, LLC
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Overview
Nexus Capital, LLC is a financial advisory company that has its headquarters in Pittsford, New York. Nexus Capital, LLC oversees $12.5 million in assets under management throughout 43 customer accounts. The firm has a small team, including 1 financial advisor. Nexus Capital, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like equities, bonds and options.
Nexus Capital, LLC administers the majority of its client assets in a discretionary manner. Discretionary management means that transaction decisions are made by an investment advisor without needing the client's approval. Nexus Capital, LLC also has two non-discretionary accounts totaling $873,371 in assets. The investment advisory firm administers an average of $290,956 in assets for every account. The average advisor at Nexus Capital, LLC oversees around 43 client accounts, making it about average in terms of personalization.
The firm's central office is at 1175 Pittsford Victor Rd, Pittsford, New York 14534. The company is registered to provide services to investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Nexus Capital, LLC by the Numbers
$12.5 million
2
43
$291.0 thousand
Fee Structure
Fees for financial advisory services typically vary depending on which services are offered. Fees charged by the firm typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to retail investors, high net worth investors and pension plans. Out of its 43 accounts, Nexus Capital, LLC's largest client by number of accounts is retail investors, although it also serves one high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 2.33%
- Other Individuals - 93.02%
- Corporations - 4.65%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Nexus Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Nexus Capital, LLC
Pittsford, NY
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