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PLEXUS CAPITAL

RALEIGH, NC · CRD 310241 · IAPD ↗ · 919-256-6340

$3.77BRegulatory AUM
33Advisory reps
50Employees
0Clients
0Planning clients
17Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — PLEXUS CAPITAL reported RAUM up 118% ($1.73B -> $3.77B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — PLEXUS CAPITAL crossed $1B in regulatory AUM ($499.6M -> $1.69B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.