Nexus Capital, Llc
- Regulatory AUM
- $13.3M
- Discretionary
- $12.6M
- Clients
- 35
- Avg AUM / client
- $381K
- Accounts
- 75
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 30 | $7.1M | 53.4% |
| High net worth individuals | 3 | $5.4M | 40.5% |
| Pension and profit sharing plans | 1 | $747K | 5.6% |
| Corporations and other businesses | 1 | $78.0K | 0.58% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marino, Theodore, James | Member | May 2017 (9y) | ≈ 56.25% – 100% via Mrm Holdings, Llc | |
| Marino, Domenica, Nmn | Director Of Operations | Feb 2019 (8y) | Less than 5% | |
| Matthew Rowland Marino | Chief Compliance Officer | Apr 2021 (5y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mrm Holdings, Llc | Owner | May 2017 | A | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Marino, Theodore, James: 75% – 100% of Mrm Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/23/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Interactive Brokers $12.6M (94% of AUM) Feb 2026
- Transamerica Capital, Inc. $11.4M (96% of AUM) Feb 2024
- Tiaa/Cref $1.3M (5% of AUM) Apr 2022
- Capital Group $747K (6% of AUM) Feb 2026
- Charles Schwab & Co. $267K (1% of AUM) Apr 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗