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NEXUS ONE FINANCIAL ADVISORS LLC

PLANO, TX · CRD 336809 · IAPD ↗ · nxfa.com · (214) 800-4442

$552.0MRegulatory AUM
5Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
February 2026 — NEXUS ONE FINANCIAL ADVISORS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
December 2025 — NEXUS ONE FINANCIAL ADVISORS LLC (PLANO, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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