NexAdvisors, LLC

Overview

NexAdvisors, LLC is a small, independent registered investment adviser that came under SEC registration in 2021. The firm serves both individual/family clients and institutional clients, providing financial planning and portfolio management for individuals, small businesses, and business or institutional entities. Its compensation model combines a percentage-of-assets-under-management fee with the option for hourly charges. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor. It is not registered as a multi-state adviser and does not operate as a pension consultant. NexAdvisors maintains a set of industry affiliations that extend beyond pure advisory work, including connections to broker-dealers, other investment advisers, commodity pool operator/commodity trading adviser activities, banking/thrift institutions, insurance companies, and roles as sponsor, general partner, or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives