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NEXADVISORS, LLC
CRD 317477 · SEC 801-122878
300 CRESCENT CT., SUITE 700, DALLAS, TX, 75201, United States
Phone
214-550-8350
Fax
214-853-5317
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$26.1M
Discretionary AUM
$26.1M
Team
4 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $20.4M |
| Corporations/business entities | 2 | $5.7M |
States served
AL, CA, TX
Official SEC filing: View on IAPD