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NET Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Net Financial (Digitas Global LLC dba Net Financial) offers ongoing portfolio management to individuals, high-net-worth individuals, and corporate or business clients, providing Investment Policy Statements and discretionary portfolio oversight. The firm’s advised investment universe is focused on mutual funds, fixed income, real estate funds (including REITs), insurance products and annuities, ETFs (including precious-metal ETFs), TIPS, commodities, venture capital funds and private placements.
The firm uses a mix of analytical methods — charting, cyclical, fundamental analysis, modern portfolio theory, quantitative models and technical analysis — and pursues a long-term trading approach while documenting client goals and risk tolerance in an IPS. Net Financial typically charges asset‑based (percentage-of-AUM) fees billed in arrears and maintains policies intended to allocate limited investment opportunities fairly across client accounts when acting on a discretionary basis.
A distinctive feature is the firm’s affiliation with a broker‑dealer: the firm’s principal is a registered representative of an affiliated broker‑dealer and accepts compensation for the sale of investment products, a conflict the brochure discloses and documents. The brochure also notes that the firm requires custody at Schwab Institutional, may receive soft‑dollar benefits, and, despite its small size and limited operating history, offers access to less common investment types for small advisers, including private placements and venture capital interests.
Client services
Portfolio management
Expertise
Real estate investing
Fee options
$0 - $100,000: 1.50% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $50,000,000: 0.75%
Registered representative accepts commissions for sale of investment products; commissions are not the primary source of compensation and fees are reduced to offset commissions.
Account minimum: $100,000
Main office location
NET Financial
24285 Katy Freeway Suite 300
Katy TX 77494, United States
Number of offices
1
Most active in
NET Financial has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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