N
NexAdvisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,421,229
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
4
0% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$5,105,307
About
NexAdvisors provides discretionary investment management and advisory services to individuals, high-net-worth individuals and families, and business or trust entities, and offers specialized advice for investing proceeds from the sale of appreciated real estate into Delaware Statutory Trusts as part of 1031 exchanges. The firm reports approximately $26.1 million in discretionary assets under management and generally requires a household minimum for advisory services and accredited-investor or qualified-client status for certain private real estate and fund investments.
The firm constructs diversified portfolios tailored to client suitability and monitors accounts on an ongoing basis, using a mix of fundamental, technical, charting and cyclical analysis and generally maintaining a long-biased posture. For clients investing via 1031 exchanges, NexAdvisors conducts due diligence on real estate options, recommends specific DST investments (including those sponsored by affiliates), and coordinates transactions and administrative tasks related to those investments.
NexAdvisors is notable for its integration with a broader financial group: it is affiliated with banking and broker-dealer entities, multiple SEC‑registered investment adviser affiliates, a title/real-estate related affiliate and affiliated insurance companies, and may allocate client assets into affiliated funds and affiliated DSTs it or its affiliates sponsor. Those affiliations and the firm’s role in recommending and facilitating affiliated fund and DST investments — while disclosed in its brochure — create potential conflicts of interest because affiliates may earn additional fees and allocations among affiliated vehicles are a stated part of the firm’s investment process.
Client services
Financial planning
Portfolio management
Expertise
Real estate investing
Occupation focus
Founder/Business Owner
Fee options
$0 - $2 million: 1.00%, annually, or a minimum of $2,500 $2 million - $5 million: 0.80%, annually $5 million - $10 million: 0.60%, annually $10 million+: Negotiable
Hourly charges reported in SEC Form ADV Part 1, but no specific rates stated in brochure
Account minimum: $250,000 Minimum fee: Minimum fee of $2,500 annually Fee-only: Advisory fees based on percentage of assets under management, no commissions mentioned
Main office location
NexAdvisors, LLC
300 Crescent Ct., Suite 700
Dallas TX 75201, United States
Number of offices
1
Most active in
NexAdvisors, LLC has reported serving >5 clients in these states in the last 12 months.
Alabama · 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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