PLEXUS CAPITAL

4242 Six Forks Road
Suite 950
Raleigh, North Carolina 27609
Tel: 919-256-6340

About PLEXUS CAPITAL

PLEXUS CAPITAL, formally registered with the SEC as PLEXUS CAPITAL. The firm was established in 08/03/2022. They have over 2 offices throughout the country.

PLEXUS CAPITAL is a Raleigh, North Carolina based Financial Planning firm with nearly $1,692,644,750 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 45 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310241
SEC#	801-126297
Assets Managed by Firm	$1,692,644,750
No. of Clients	13
No. of Advisors	45

Fee Structure

A percentage of AUM
Performance Based
Other (BUSINESS ADVISORY SERVICES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$1,692,644,750

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