Data / Investment advisers / Maryland / Nexus338
Nexus338, Cabin John, MD: $408 million AUM, SEC registered investment adviser
Nexus338 is an SEC registered investment adviser with its main office in Cabin John, Maryland and reports $408 million in regulatory assets under management in its Form ADV filed February 11, 2026. Its clients include pension and profit sharing plans, corporations and other businesses and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 315250
- SEC file number
- 801-122274
- SEC status
- Approved, effective September 7, 2021
- Legal name
- Nexus338, LLC
- Main office
- 6409 81st Street, Cabin John, MD 20818
- Phone
- (571) 348-0800
- Website
- nexus338.com
- Regulatory AUM
- $407,836,409 in the Form ADV filed February 11, 2026
- Discretionary AUM
- $92,556,689
- Non discretionary AUM
- $315,279,720
- Accounts
- 474
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 11, 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 |
|---|---|---|
| Pension and profit sharing plans | 456 | $310.1 million |
| Corporations or other businesses | Fewer than 5 | $56.6 million |
| High net worth individuals | 9 | $40.4 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $681,652 |
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 |
|---|---|---|
| March 2, 2026 | $407.8 million | February 11, 2026 |
| December 1, 2025 | $351.8 million | February 12, 2025 |
Other advisers in Maryland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Armstrong Dixon | Baltimore | $447.5 million | Not listed | adviserinfo.sec.gov |
| L. K. Benson & Company, P.C. | Timonium | $446.2 million | Not listed | adviserinfo.sec.gov |
| Tred Avon Family Wealth, LLC | Easton | $431.9 million | Not listed | adviserinfo.sec.gov |
| Bay Harbor Wealth Management, LLC | Hunt Valley | $412 million | Not listed | adviserinfo.sec.gov |
| Marks Wealth Management | Ellicott City | $409.2 million | Not listed | adviserinfo.sec.gov |
| Bontempo Ohly Capital Management, LLC | Bethesda | $405.7 million | Not listed | adviserinfo.sec.gov |
| A.G. Campbell Advisory, LLC | Baltimore | $403.9 million | Not listed | adviserinfo.sec.gov |
| Macroview Investment Management LLC | Bethesda | $387.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving corporations and other businesses
- Nexus338 on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.