NEXT PRONTO CAPITAL ADVISORS

RIASEC Registered
Total AUM
$5.5M
Discretionary
$5.5M
100% of AUM
Avg account
$117K
Accounts
47
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
308974
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals90.91%
  • HNWI9.09%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Next Pronto Capital Advisors is a small, independent registered investment adviser organized as an LLC and controlled by an individual owner. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its advisory services include selecting third‑party advisers and running educational seminars and workshops, which suggests a consultative, client‑education emphasis in its practice. Investment activity is tilted toward publicly traded equities, and the firm describes itself as a capital allocator—meaning it places client capital with external managers when appropriate. It charges a mix of percentage‑of‑AUM and fixed fees. Next Pronto Capital Advisors does not identify as an active ESG investor and does not act as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 43%, Non-Exchange Traded Equities 23%, US Government Bonds 20%, Private Funds 6%, State & Local Bonds 5%, Cash & Cash Equivalents 3%43%
  • Exchange Traded Equities43%
  • Non-Exchange Traded Equities23%
  • US Government Bonds20%
  • Private Funds6%
  • State & Local Bonds5%

Contacts

1 of 1
  • MAURO LEOS

    Fiduciary Financial PlannerCRD 6403341

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
515 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth