CABIN JOHN, MDCRD 315250Latest ADV February 11, 2026
Nexus338 is an SEC registered investment adviser organized as a corporation with a primary office location in Cabin John, MD. Its latest Form ADV filing, dated February 11, 2026, reports $408M in regulatory assets under management, 3 employees, and 474 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 98.1% of total clients.
Top client categories% of clientsClients
1
Pension Plans
98.1%
456
2
HNWI
1.9%
9
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$408Mas of February 11, 2026
Discretionary22.7%
$93M
23% of total RAUM22.7%
Non-discretionary77.3%
$315M
77% of total RAUM77.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$408M
Total Accounts474
10Y AUM Change+$408M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee155:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.