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NEXUS338

CABIN JOHN, MD · CRD 315250 · IAPD ↗ · nexus338.com · 571-348-0800

$407.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
March 2025 — NEXUS338 reported RAUM up 170% ($130.5M -> $351.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
October 2024 — NEXUS338 reported RAUM up 174% ($47.6M -> $130.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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