# NEXUS ONE FINANCIAL ADVISORS LLC

NEXUS ONE FINANCIAL ADVISORS LLC of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 336809
- Type: SEC-registered investment adviser
- SEC file number: 801-134359
- Location: 5060 TENNYSON PKWY, SUITE 300, PLANO, TX, 75024
- Phone: (214) 800-4442
- Latest filing: 2026-07-21
- Regulatory AUM: $552.0M
- Discretionary AUM: $552.0M
- Clients: 10
- Accounts: 1,661

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Christopher Michael Mortara | CHIEF COMPLIANCE OFFICER | — |
| Douglas Merrill Bartol | MANAGING MEMBER; PRINCIPAL | — |
| Paul Andrew Hofland | MEMBER; PRINCIPAL; PRINCIPAL AND CHIEF EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336809/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336809/similar
- Related entities: https://search.stillhousedata.com/firm/336809/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336809

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.