Nexus Capital Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,550,568
Clients
57
Advisors
3
across 2 offices
About
Nexus Capital provides financial planning and discretionary portfolio management primarily for individual clients, delivering written financial plans within a defined timeframe and managing accounts that typically include common stocks, mutual funds, and passively managed exchange-traded funds. The firm discloses a preferred portfolio minimum for discretionary services and reports managing a modest level of client assets on a discretionary basis.
Investment decisions are based on fundamental analysis and a long-term buy-and-hold orientation, with portfolios tailored to each client’s goals, risk tolerance, and time horizon; the firm ordinarily exercises discretionary trading authority and conducts continual monitoring with formal reviews at least annually. It uses institutional custodial services and may aggregate trades across accounts to improve execution and administrative efficiency.
Distinctive features include that several advisors hold CPA credentials and operate separate accounting practices, the firm’s principals co-manage affiliated private investment entities that pool investor capital for private fintech, real estate, and similar opportunities (which may be recommended to suitable, accredited clients), and multiple advisors are also licensed insurance agents who may receive separate commissions for insurance sales. The brochure also discloses a prior state regulatory consent order addressing recordkeeping and supervision, and the firm highlights these affiliations and potential conflicts of interest in its disclosures.
Client services
Expertise
Fee options
$0 - $50,000: 1.25% $50,001+: 1.00%
Hourly rate for financial planning services is $350/hour (negotiable)
Account minimum: $50,000 Minimum fee: Minimum fee for financial planning services is $700 (i.e., two hours at $350/hour) Fee-only: Financial planning services charged at $350/hour (hourly rate negotiable)
Main office
See office2423 B Plantation Center Drive, Suite B
Matthews NC 28105
Advisors at this office
2
Offices (2)
Most active in
Georgia · North Carolina
Also doing business as
Nexus Capital Inc · Nexus Capital Inc. · Nexus Capital, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Nadir N
Series 65
Matthews, NC
Nexus Capital Inc
Nadir Noorani is a financial advisor with Nexus Capital Inc in Matthews, NC, holding a Series 65 credential and eight years of industry experience. He has worked at Nexus Capital since 2017 and previously at World Financial Group from 2015 to 2017. Outside of his advisory role, Noorani is involved in several non-investment businesses including IT consulting, commercial food services, and cellular phone repairs. Nexus Capital provides financial planning and discretionary portfolio management primarily for individual investors and retirement accounts. The firm’s investment approach emphasizes fundamental analysis and long-term purchases, often utilizing passively managed ETFs, with portfolio management conducted on a discretionary basis and tailored to each client’s objectives.
Anup D
Series 63, Series 65
Matthews, NC
Nexus Capital Inc
Anup Desai is a financial advisor at Nexus Capital Inc with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at H. D. Vest Investment Services. In addition to his advisory role, Desai co-manages a privately held investment company and is an independent insurance agent. Nexus Capital provides financial planning and discretionary portfolio management primarily for individual investors and retirement accounts. The firm emphasizes fundamental analysis and long-term investments, often using passively managed ETFs, and offers tailored investment recommendations based on clients’ goals and risk tolerance.
Afzal M
PFS™, Series 63
Suwanee, GA
Nexus Capital Inc
Afzal Mithwani is a financial advisor at Nexus Capital Inc with 22 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at firms including Cambridge Investment Research and Transamerica Financial Advisors. Outside of his advisory role, Mithwani is an IRS Enrolled Agent providing tax preparation services and is involved in insurance product sales. Nexus Capital offers financial planning and discretionary portfolio management primarily for individual investors and retirement accounts. The firm focuses on tailored investment recommendations based on fundamental analysis and long-term holdings, often using passively managed ETFs.
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