# Next Generation Investing, LLC

> Next Generation Investing, LLC is an SEC-registered investment advisory firm in Topeka, KS, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 12, 2023.

- CRD: 149017
- Filed as: NEXT GENERATION INVESTING, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Topeka, KS
- Filing period: October 2026
- Form ADV filing dated: September 12, 2023
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149017
- AdvisorCensus page: https://advisorcensus.com/firm/next-generation-investing-llc-topeka-ks-149017

## Quick answers

**How is Next Generation Investing, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Next Generation Investing, 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 Generation Investing, LLC located?**
Next Generation Investing, LLC's principal office is in Topeka, KS, according to its Form ADV.

**Is Next Generation Investing, LLC registered with the SEC or a state?**
Next Generation Investing, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 149017.

**How much does Next Generation Investing, LLC manage?**
Next Generation Investing, LLC reports $128,000,000 in regulatory assets under management in its Form ADV filing dated September 12, 2023 (100% discretionary).

**How have Next Generation Investing, LLC's assets and staff changed since 2021?**
In the Form ADV data for Next Generation Investing, LLC: Regulatory assets under management: $110,000,000 in the October 2021 data and $128,000,000 in the October 2026 data, up 16%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Next Generation Investing, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (130); high net worth individuals (115).

**Does Next Generation Investing, 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/149017

## 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: $128,000,000
- Discretionary: $128,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 130 | $47,000,000 |
| High net worth individuals | 115 | $79,000,000 |
| Charitable organizations | Fewer than 5 | $1,000,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,000,000 |

### 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [retiretopeka.com](https://retiretopeka.com)
- Facebook @RetirementTeam

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $110,000,000 | 2 | August 27, 2021 |
| October 2022 | $118,000,000 | 2 | February 8, 2022 |
| October 2023 | $128,000,000 | 3 | September 12, 2023 |
| October 2024 | $128,000,000 | 3 | September 12, 2023 |
| October 2025 | $128,000,000 | 3 | September 12, 2023 |
| October 2026 | $128,000,000 | 3 | September 12, 2023 |

Regulatory assets under management: $110,000,000 in the October 2021 data and $128,000,000 in the October 2026 data, up 16%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Next Generation Investing, LLC (CRD 149017): Form ADV filing data as of October 2026.