# NXT Capital Investment Advisers, LLC

> NXT Capital Investment Advisers, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 160569
- Filed as: NXT CAPITAL INVESTMENT ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160569
- AdvisorCensus page: https://advisorcensus.com/firm/nxt-capital-investment-advisers-llc-chicago-il-160569

## Quick answers

**How is NXT Capital Investment Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), NXT Capital Investment Advisers, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is NXT Capital Investment Advisers, LLC located?**
NXT Capital Investment Advisers, LLC's principal office is in Chicago, IL, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is NXT Capital Investment Advisers, LLC registered with the SEC or a state?**
NXT Capital Investment Advisers, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160569.

**How much does NXT Capital Investment Advisers, LLC manage?**
NXT Capital Investment Advisers, LLC reports $6,647,874,837 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (93% discretionary).

**How have NXT Capital Investment Advisers, LLC's assets and staff changed since 2021?**
In the Form ADV data for NXT Capital Investment Advisers, LLC: Regulatory assets under management: $8,402,156,758 in the October 2021 data and $6,647,874,837 in the October 2026 data, down 21%. Total employees: 106 in October 2021 and 242 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does NXT Capital Investment Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (16); insurance companies (3); other investment advisers (2).

**Which custodians does NXT Capital Investment Advisers, LLC use?**
NXT Capital Investment Advisers, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Computershare Trust Company, N.A. and State Street as custodians holding 10% or more of its separately managed account assets.

**Does NXT Capital Investment Advisers, 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/160569

**What changed in NXT Capital Investment Advisers, LLC's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Computershare Trust Company, N.A.
- State Street

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: $6,647,874,837
- Discretionary: $6,184,852,781
- Non-discretionary: $463,022,056

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 16 | $3,748,296,381 |
| Other investment advisers | 2 | $630,402,635 |
| Insurance companies | 3 | $982,142,917 |
| Other | 1 | $1,287,032,904 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (14 years)
- Employees: 242 total, 56 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, GA, IL, MI, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Dallas, TX
- Lakewood Ranch, FL
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- [nxtcapital.com/ASSET-MANAGEMENT](https://nxtcapital.com/ASSET-MANAGEMENT)
- LinkedIn @NXT-CAPITAL
- X @NXTCAPITAL
- X @NXTCAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $8,402,156,758 | 106 | June 29, 2021 |
| October 2022 | $7,058,442,000 | 98 | August 29, 2022 |
| October 2023 | $7,043,597,000 | 253 | June 30, 2023 |
| October 2024 | $6,601,560,000 | 277 | June 28, 2024 |
| October 2025 | $6,476,978,907 | 273 | July 28, 2025 |
| October 2026 | $6,647,874,837 | 242 | August 26, 2026 |

Regulatory assets under management: $8,402,156,758 in the October 2021 data and $6,647,874,837 in the October 2026 data, down 21%.
Total employees: 106 in October 2021 and 242 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### July 2026
- No longer lists an office in Atlanta, GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. NXT Capital Investment Advisers, LLC (CRD 160569): Form ADV filing data as of October 2026.