# Next Adventure Financial LLC

> Next Adventure Financial LLC is a state-registered investment advisory firm in Lafayette, IN, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 327945
- Filed as: NEXT ADVENTURE FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lafayette, IN
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327945
- AdvisorCensus page: https://advisorcensus.com/firm/next-adventure-financial-llc-lafayette-in-327945

## Quick answers

**How is Next Adventure Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Next Adventure Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Next Adventure Financial LLC located?**
Next Adventure Financial LLC's principal office is in Lafayette, IN, according to its Form ADV.

**Is Next Adventure Financial LLC registered with the SEC or a state?**
Next Adventure Financial LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327945.

**How much does Next Adventure Financial LLC manage?**
Next Adventure Financial LLC reports $20,931,470 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**What types of clients does Next Adventure Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (5).

**Does Next Adventure Financial 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/327945

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $20,931,470
- Discretionary: $20,931,470
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $14,999,610 |
| High net worth individuals | 5 | $5,931,860 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nextadventurefinancial.com
- Facebook @nextadventurefinancial
- LinkedIn @next-adventure-financial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Next Adventure Financial LLC (CRD 327945): Form ADV filing data as of October 2026.