# Next Phase Advisors

> Next Phase Advisors is a state-registered investment advisory firm in Cullman, AL, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 331622
- Filed as: NEXT PHASE ADVISORS
- Legal name: Next Phase Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cullman, AL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331622
- AdvisorCensus page: https://advisorcensus.com/firm/next-phase-advisors-cullman-al-331622

## Quick answers

**How is Next Phase Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Next Phase Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Next Phase Advisors located?**
Next Phase Advisors' principal office is in Cullman, AL, according to its Form ADV.

**Is Next Phase Advisors registered with the SEC or a state?**
Next Phase Advisors is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331622.

**How much does Next Phase Advisors manage?**
Next Phase Advisors reports $37,177,625 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Next Phase Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (171); high net worth individuals (18).

**Does Next Phase Advisors 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/331622

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $37,177,625
- Discretionary: $37,177,625
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 171 | $28,647,295 |
| High net worth individuals | 18 | $8,530,330 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nextphaseadvisor.com
- Facebook @nextphaseadvisors
- LinkedIn @nextphaseadvisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Next Phase Advisors (CRD 331622): Form ADV filing data as of October 2026.