Nexus338
Nexus338 is an SEC-registered ria in Cabin John, MD with $407.8M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Nexus338: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315250, SEC 801-122274, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $407.8M (2026-02-11)
- Firm type
- Ria
- Location
- Cabin John, MD
- Employees
- 3
- Clients
- 465
- CRD
- 315250
- Ownership
- chao, carerra, Lei Xuan; CHAO, PHILIP, SHIHLING; CHAO, CELINE, LEI YUN
How much AUM does Nexus338 have?
Nexus338 reported $407.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Nexus338?
Disclosed owners and executives of Nexus338 include chao, carerra, Lei Xuan, CHAO, PHILIP, SHIHLING, CHAO, CELINE, LEI YUN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.