# Nexadvisors, LLC

> Nexadvisors, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 317477
- Filed as: NEXADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317477
- AdvisorCensus page: https://advisorcensus.com/firm/nexadvisors-llc-dallas-tx-317477

## Quick answers

**How is Nexadvisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Nexadvisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**What does Nexadvisors, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $2,000,000: 1% a year; $2,000,000 to $5,000,000: 0.8% a year; $5,000,000 to $10,000,000: 0.6% a year; Above $10,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Nexadvisors, LLC located?**
Nexadvisors, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Nexadvisors, LLC registered with the SEC or a state?**
Nexadvisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 317477.

**How much does Nexadvisors, LLC manage?**
Nexadvisors, LLC reports $26,130,723 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary).

**How have Nexadvisors, LLC's assets and staff changed since 2022?**
In the Form ADV data for Nexadvisors, LLC: Regulatory assets under management: $307,150 in the October 2022 data and $26,130,723 in the October 2026 data, up 8407%. Total employees: 3 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Nexadvisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); corporations or other businesses not listed above (2).

**Which custodians does Nexadvisors, LLC use?**
Nexadvisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC, Goldman Sachs Custody Solutions and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Nexadvisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317477

**Does Nexadvisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The Registrant generally requires clients to have a minimum of $250,000.00 in investable assets per household to provide investment advisory services."

**What changed in Nexadvisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $21,270,000 to $26,130,723 (+23%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Up to $2,000,000: 1% a year
- $2,000,000 to $5,000,000: 0.8% a year
- $5,000,000 to $10,000,000: 0.6% a year
- Above $10,000,000: see the brochure

> Fee Schedule: Clients pay tiered annual management fees quarterly in arrears based on their aggregate account balance as of the commencement of each quarter.

> $0-2 million 1.00%, annually, or a minimum of $2,500 $2-5 million 0.80%, annually $5-10 million 0.60%, annually

- Account minimum: $250,000

> The Registrant generally requires clients to have a minimum of $250,000.00 in investable assets per household to provide investment advisory services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing LLC
- Goldman Sachs Custody Solutions
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $26,130,723
- Discretionary: $26,130,723
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $20,421,229 |
| Corporations or other businesses not listed above | 2 | $5,709,494 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $307,150 | 3 | March 31, 2022 |
| October 2023 | $256,857 | 3 | July 14, 2023 |
| October 2024 | $16,278,095 | 3 | June 7, 2024 |
| October 2025 | $21,270,000 | 3 | April 14, 2025 |
| October 2026 | $26,130,723 | 4 | May 5, 2026 |

Regulatory assets under management: $307,150 in the October 2022 data and $26,130,723 in the October 2026 data, up 8407%.
Total employees: 3 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $21,270,000 to $26,130,723 (+23%).

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nexadvisors, LLC (CRD 317477): Form ADV filing data as of October 2026.