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Nytrx LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,630,176
Clients
8
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$328,772
About
Nytrx LLC provides web-based investment management to individual investors and consulting services to employer-sponsored retirement plans. Its services include portfolio management using families of ETFs and stocks, direct indexing via Schwab Personalized Indexing, and retirement plan consulting available in both ERISA Section 3(21) (non‑discretionary) and 3(38) (discretionary investment manager) capacities.
The firm delivers advice through an interactive website and online questionnaires, applying model-driven processes and Schwab’s iRebal platform for automated rebalancing and tax‑loss harvesting where eligible. Nytrx combines fundamental, quantitative, and technical analysis to select and manage ETF, stock, and cash allocations, and manages client accounts on a discretionary basis with custody at Schwab.
Nytrx is notable among independent solo advisors for maintaining paid referral arrangements—specifically agreements with SmartAsset Advisors and 401k Advisor Line—to generate and accept client leads, a practice that is uncommon for peers. It is a small, software‑driven practice with roughly $2.6 million in assets and a limited client base, requires primarily electronic client interactions, and applies minimums for certain services such as personalized direct indexing.
Client services
Portfolio management
Pension consulting
Expertise
Passive / index investing
Tax-loss harvesting
Occupation focus
Retired
Fee options
$4,000 to $100,000 annually (for retirement plan consulting services)
0.70% annually
Account minimum: $1,000
Main office location
Nytrx LLC
Cypress TX, United States
Number of offices
1
Most active in
Nytrx LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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