Next Capital Management LLC
New York, NY·SEC-registered · CRD #110793
Next Capital Management LLC is an SEC-registered investment advisory firm in New York, NY managing $2.1B across 3.5k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.1B
Client accounts
3.5k
Advisory staff
9
Fee model
Fee-based
How Next Capital Management LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Next Capital Management LLC
How much does Next Capital Management LLC manage?
Per its most recent SEC Form ADV filing (01/31/2026), Next Capital Management LLC reports $2.1B in regulatory assets under management across roughly 3.5k client accounts.
How does Next Capital Management LLC charge?
Next Capital Management LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Next Capital Management LLC a fiduciary?
Yes. Next Capital Management LLC is registered with the U.S. Securities and Exchange Commission (CRD #110793), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Next Capital Management LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Next Capital Management LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Next Capital Management LLC's public SEC Form ADV filing (CRD #110793, filed 01/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Next Capital Management LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Next Capital Management LLC? Claim this profile.