firm profile
Plexus Capital
Overview
Plexus Capital is an SEC registered investment adviser based in Raleigh, NC, registered since 2020. It reports $3.8B in assets under management across 17 accounts, with 50 employees.
- Reported AUM
- $3.8B
- Discretionary
- 100%
- Accounts
- 17
- Average account
- $222M
- Employees
- 50
- Registered since
- 2020
- Jurisdictions
- 1
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Client types
- Fee structure
- Other Fees, Percentage of Assets and Performance-Based Fees
Executive officers 3 of 13
- Barrett Rockwood Biringer Principal CRD 5696425
- Bradley James Pence Principal CRD 7570413
- Katherine Cohen Walker Principal CRD 5942428
10 more executive officers, with direct contact details
Location
- Headquarters
- 4242 Six Forks Rd Ste 950
Raleigh, NC 27609 - County
- Wake
- Metro area
- Raleigh-Cary, NC
- Region
- South
Registrations
- SEC registered
- Registered in 1 jurisdiction
- Website: plexuscap.com
Every state, with registration dates
Similar firms near Raleigh
- CaptrustRaleigh, NC$1.2T AUM
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- Guardian Wealth Advisors, LLCRaleigh, NC$2.7B AUM
- First Citizens Investor Services, Inc.Raleigh, NC$2.6B AUM
- Capital Investment Advisory Services, LLCRaleigh, NC$2.4B AUM
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