Nexus Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,334,812
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
33
9% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
33
Average account size
$404,085
About
Nexus Capital, LLC provides ongoing portfolio management and investment advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations, tailoring Investment Policy Statements to each client's goals, time horizon, and risk tolerance. The firm’s stated investment universe includes mutual funds, equities, fixed income, ETFs, real estate funds/REITs, hedge funds, private equity, and insurance products including annuities.
The firm employs both fundamental and technical analysis and implements long‑term strategies as well as options trading (including covered, uncovered and spreading strategies), with periodic monitoring and account reviews performed at least monthly by the firm’s compliance officer. Custody and execution arrangements emphasize particular custodians and broker‑dealers; the brochure notes use of Schwab’s institutional services and discloses the receipt of soft‑dollar research and related benefits.
Compared with many peers, Nexus is affiliated with an insurance company and explicitly includes insurance products and annuities in its advisory offerings while also advising on higher‑risk instruments such as uncovered options and private equity. The brochure also states clients may not impose investment restrictions based on personal values or beliefs, and oversight is centralized within the firm given its relatively small client base and single‑reviewer account process.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Annuities
Fee options
$0 - $500,000: 1.50% $500,001 - $3,000,000: 1.00% $3,000,001+: 0.85%
Main office location
Nexus Capital, LLC
1175 Pittsford Victor Rd, Suite 220
Pittsford NY 14534, United States
Number of offices
1
Most active in
Nexus Capital, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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