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NXG INVESTMENT MANAGEMENT

DALLAS, TX · CRD 131517 · IAPD ↗ · 214-692-6334

$1.75BRegulatory AUM
5Advisory reps
10Employees
1Clients
n/aPlanning clients
1Private funds
1States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2025 — NXG INVESTMENT MANAGEMENT reported RAUM up 33% ($1.11B -> $1.48B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2024 — NXG INVESTMENT MANAGEMENT changed its website from cushingfunds.com to nxgim.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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