A complete list of active advisors currently associated with Tennext LLC

Warmer can help you find a great advisor at Tennext LLC or one who fits your needs even better.

Tennext LLC provides discretionary portfolio management and prepares individual Investment Policy Statements for entities the brochure lists as potential clients, including individuals, high‑net‑worth individuals, trusts, estates, and small businesses. As of December 31, 2025 the firm reports $423,778 in discretionary assets and no non‑discretionary assets, indicating a very small asset base and few or no individual account relationships at present. The firm describes an evidence‑based, multi‑disciplinary investment approach that combines Modern Portfolio Theory, quantitative models, fundamental and technical analysis, charting, and behavioral finance to tailor portfolios and address client psychology and tax considerations. It implements both long‑ and short‑term strategies and states it may recommend higher‑risk instruments—such as private placements, commodities, and leveraged or inverse ETFs—only for clients with above‑average risk tolerance who understand those risks. Notable characteristics include its recent formation and registration in 2025 and a virtual‑only client model with quarterly reviews conducted by a single management person, which concentrates operational responsibilities. Tennext requires clients to use a specified custodian (Altruist) and discloses receipt of software and research benefits from that custodian, accepts fee deductions directly from client accounts (limited custody), and does not participate in wrap programs or charge performance‑based fees.

To learn more about the advisors currently working at Tennext LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.