Nexus One Financial Advisors LLC
● SEC registered since 2025CRD 336809SEC# 801-134359Plano, TX
Reg. AUM
$552M
Employees
10
Accounts
1,661
Location
Plano, TX
Nexus One Financial Advisors LLC assets under management
Nexus One Financial Advisors LLC is an investment advisory firm registered with the SEC based in Plano, TX. The firm has been registered since 2025. It reports $552 million in regulatory assets under management and employs 10 people.
Nexus One Financial Advisors LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Michael Mortara | Chief Compliance Officer | Under 5% | 2025 |
| Dmbph Holdings, LLC Control | Parent/Holding Company | Over 75% | 2025 |
| Douglas Merrill Bartol Control | Principal | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Nexus One Financial Advisors LLC manage?
Nexus One Financial Advisors LLC reports $552 million in regulatory assets under management on its Form ADV.
How many employees does Nexus One Financial Advisors LLC have?
Nexus One Financial Advisors LLC reports 10 employees.
Where is Nexus One Financial Advisors LLC located?
Nexus One Financial Advisors LLC is based in Plano, TX and has been SEC-registered since 2025.
Does Nexus One Financial Advisors LLC disclose fund performance?
Nexus One Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5060 Tennyson Pkwy, Suite 300, Plano, TX 75024 |
| Phone | (214) 800-4442 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$552MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$552Mregulatory AUM
Discretionary $552M