# Alphanext, LLC

> Alphanext, LLC is a state-registered investment advisory firm in Los Angeles, CA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 297504
- Filed as: ALPHANEXT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297504
- AdvisorCensus page: https://advisorcensus.com/firm/alphanext-llc-los-angeles-ca-297504

## Quick answers

**How is Alphanext, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alphanext, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Alphanext, LLC located?**
Alphanext, LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Alphanext, LLC registered with the SEC or a state?**
Alphanext, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297504.

**How much does Alphanext, LLC manage?**
Alphanext, LLC reports $68,488,697 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (99% discretionary).

**What types of clients does Alphanext, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (9); charitable organizations (1).

**Does Alphanext, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297504

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $68,488,697
- Discretionary: $67,734,434
- Non-discretionary: $754,263

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $7,343,699 |
| High net worth individuals | 9 | $60,390,734 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $754,264 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (7 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alphanext.com
- Facebook @ALPHANEXTLLC
- Instagram @alphanextllc
- LinkedIn @ALPHANEXT-LLC
- X @ALPHANEXTLLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alphanext, LLC (CRD 297504): Form ADV filing data as of October 2026.