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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Optima bridge
- Established Date
- 08-01-2025
- Office Locations
- 1
Office Locations
About Nexus ONE Financial Advisors LLC
Nexus One Financial Advisors is a Texas-registered RIA providing holistic “financial life plan” advice nationwide, integrating retirement planning, investment management, and tax planning. The firm emphasizes disciplined, goals-based strategies and client education through regular events. Custody/portal access is available via Pershing, and public filings indicate portfolios are primarily implemented with ETFs.
Team overview
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Owner & Executives
DOUGLAS MERRILL BARTOL
PRINCIPAL
- CRD
- #1644452
- Ownership
- Less than 5%
PAUL ANDREW HOFLAND
Chief Executive Officer, PRINCIPAL
- CRD
- #6189197
- Ownership
- Less than 5%
Radial summit
Matrix alpha
- CRD
- #15259
- Ownership
- 49.4%
Showing 2 of 3 owners & executives
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TERRY LEE BUSSARD
--
- CRD
- #1565533
Evan Daniels
--
- CRD
- #8227713
Ridge summit
Radial frontier
- CRD
- #10089
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $552,000,000 | $332,330 |
| Non-Discretionary | $0 | -- |
| Total | $552,000,000 | $332,330 |
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Separately Managed Accounts
Total SMA Asset: $552,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,305,658,540 | 45.6% |
| Cash | $3,943,592,645 | 54.4% |
| Total | $7,249,251,185 | 100.0% |