Nexus Capital Inc logo

Nexus Capital Inc

Updated today

Client assets under management

$5,550,568

Clients

57

0% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

19

Very Low

Average account size

$97,378

About

Nexus Capital provides financial planning and discretionary portfolio management primarily for individual clients, delivering written financial plans within a defined timeframe and managing accounts that typically include common stocks, mutual funds, and passively managed exchange-traded funds. The firm discloses a preferred portfolio minimum for discretionary services and reports managing a modest level of client assets on a discretionary basis.

Investment decisions are based on fundamental analysis and a long-term buy-and-hold orientation, with portfolios tailored to each client’s goals, risk tolerance, and time horizon; the firm ordinarily exercises discretionary trading authority and conducts continual monitoring with formal reviews at least annually. It uses institutional custodial services and may aggregate trades across accounts to improve execution and administrative efficiency.

Distinctive features include that several advisors hold CPA credentials and operate separate accounting practices, the firm’s principals co-manage affiliated private investment entities that pool investor capital for private fintech, real estate, and similar opportunities (which may be recommended to suitable, accredited clients), and multiple advisors are also licensed insurance agents who may receive separate commissions for insurance sales. The brochure also discloses a prior state regulatory consent order addressing recordkeeping and supervision, and the firm highlights these affiliations and potential conflicts of interest in its disclosures.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Charitable giving & philanthropy Tax-loss harvesting College savings (529s, UTMA, etc.) Wealth management

Fee options

Percentage

$0 - $50,000: 1.25% $50,001+: 1.00%

Project-based

Hourly rate for financial planning services is $350/hour (negotiable)

Other

Account minimum: $50,000 Minimum fee: Minimum fee for financial planning services is $700 (i.e., two hours at $350/hour) Fee-only: Financial planning services charged at $350/hour (hourly rate negotiable)

Main office location

Nexus Capital Inc

2423 B Plantation Center Drive, Suite B

Matthews NC 28105, United States

Number of offices

3

Most active in

Georgia · North Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Nadir N

Series 65

Matthews, NC

Nexus Capital Inc

Nadir Noorani is a financial advisor with Nexus Capital Inc in Matthews, NC, holding a Series 65 credential and eight years of industry experience. He has worked at Nexus Capital since 2017 and previously at World Financial Group from 2015 to 2017. Outside of his advisory role, Noorani is involved in several non-investment businesses including IT consulting, commercial food services, and cellular phone repairs. Nexus Capital provides financial planning and discretionary portfolio management primarily for individual investors and retirement accounts. The firm’s investment approach emphasizes fundamental analysis and long-term purchases, often utilizing passively managed ETFs, with portfolio management conducted on a discretionary basis and tailored to each client’s objectives.

General retirement planning Charitable giving & philanthropy Tax-loss harvesting College savings (529s, UTMA, etc.) Wealth management
user avatar

Anup D

Series 63, Series 65

Matthews, NC

Nexus Capital Inc

Anup Desai is a financial advisor at Nexus Capital Inc with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at H. D. Vest Investment Services. In addition to his advisory role, Desai co-manages a privately held investment company and is an independent insurance agent. Nexus Capital provides financial planning and discretionary portfolio management primarily for individual investors and retirement accounts. The firm emphasizes fundamental analysis and long-term investments, often using passively managed ETFs, and offers tailored investment recommendations based on clients’ goals and risk tolerance.

General retirement planning Charitable giving & philanthropy Tax-loss harvesting College savings (529s, UTMA, etc.) Wealth management
user avatar

Afzal M

PFS™, Series 63

Suwanee, GA

Nexus Capital Inc

Afzal Mithwani is a financial advisor at Nexus Capital Inc with 22 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at firms including Cambridge Investment Research and Transamerica Financial Advisors. Outside of his advisory role, Mithwani is an IRS Enrolled Agent providing tax preparation services and is involved in insurance product sales. Nexus Capital offers financial planning and discretionary portfolio management primarily for individual investors and retirement accounts. The firm focuses on tailored investment recommendations based on fundamental analysis and long-term holdings, often using passively managed ETFs.

General retirement planning Charitable giving & philanthropy Tax-loss harvesting College savings (529s, UTMA, etc.) Wealth management
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