Nexus One Financial Advisors LLC

CRD 336809 · Plano, TX · $552.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 336809
SEC number: 801-134359
Firm type: RIA
Assets under management: $552.0M as of Jun 1, 2026
Website: nxfa.com ↗
Phone: (214) 800-4442
Address: 5060 Tennyson Pkwy, Plano, TX, 75024

Advisors at this firm

6 in our index · page 1 of 1

Douglas Merrill BartolCRD 1644452 · Plano, TX

IA Registered

Disclosure event(s) on record
Terry Lee BussardCRD 1565533 · Plano, TX

IA Registered
Evan DanielsCRD 8227713 · Plano, TX

IA Registered
Paul Andrew HoflandCRD 6189197 · Plano, TX

IA RegisteredRegistration inactive
Julianne Brawner HoermanCRD 8201371 · Plano, TX

IA Registered
David Austin MottCRD 7570041 · Plano, TX

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 336809 ↗ FINRA BrokerCheck record for firm CRD 336809 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.