Data / Investment advisers / Texas / Nexus One Financial Advisors LLC
Nexus One Financial Advisors LLC, Plano, TX: $552 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Nexus One Financial Advisors LLC is an SEC registered investment adviser with its main office in Plano, Texas and reports $552 million in regulatory assets under management in its Form ADV filed September 3, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 336809
- SEC file number
- 801-134359
- SEC status
- Approved, effective September 15, 2025
- Main office
- 5060 Tennyson Pkwy Suite 300, Plano, TX 75024
- Phone
- (214) 800-4442
- Website
- nxfa.com
- Regulatory AUM
- $552,000,000 in the Form ADV filed September 3, 2026
- Discretionary AUM
- $552,000,000
- Accounts
- 1,661
- Employees
- 10, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 185 | $345.5 million |
| Individuals (other than high net worth individuals) | 500 | $206.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $552 million | January 17, 2026 |
| December 1, 2025 | Not listed | September 15, 2025 |
Other advisers in Plano
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Urban Fund Management, LLC | Plano | $767.8 million | 8 | adviserinfo.sec.gov |
| Wealthstar Advisors, LLC | Plano | $723.6 million | Not listed | adviserinfo.sec.gov |
| Dash Investments | Plano | $681.6 million | Not listed | adviserinfo.sec.gov |
| Valinor Wealth Management | Plano | $678.3 million | Not listed | adviserinfo.sec.gov |
| The Watchman Group, Inc. | Plano | $639.7 million | Not listed | adviserinfo.sec.gov |
| TFR Capital | Plano | $403.1 million | Not listed | adviserinfo.sec.gov |
| CMG Wealth Management | Plano | $379.4 million | Not listed | adviserinfo.sec.gov |
| Legacy Consulting Group | Plano | $378.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Plano, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Nexus One Financial Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.