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NEXT CAPITAL MANAGEMENT LLC

NEW YORK, NY · CRD 110793 · IAPD ↗ · 212-433-1111

$2.14BRegulatory AUM
9Advisory reps
23Employees
5Clients
1-10Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — NEXT CAPITAL MANAGEMENT LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
November 2024 — NEXT CAPITAL MANAGEMENT LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2024 — NEXT CAPITAL MANAGEMENT LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.