Nexadvisors, LLC
Nexadvisors, LLC is an SEC-registered ria in Dallas, TX with $26.1M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Nexadvisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317477, SEC 801-122878, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $26.1M (2026-05-05)
- Firm type
- Ria
- Location
- Dallas, TX
- Employees
- 4
- Clients
- 6
- CRD
- 317477
- Ownership
- HOLT, DAVID, ERIC; HEISS, BRADFORD, Burman; THE DUGABOY INVESTMENT TRUST; NEXANNUITY HOLDINGS, INC.; DONDERO, JAMES, DAVID
How much AUM does Nexadvisors, LLC have?
Nexadvisors, LLC reported $26.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Nexadvisors, LLC?
Disclosed owners and executives of Nexadvisors, LLC include HOLT, DAVID, ERIC, HEISS, BRADFORD, Burman, THE DUGABOY INVESTMENT TRUST, NEXANNUITY HOLDINGS, INC., DONDERO, JAMES, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.