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Siebert Advisornxt, LLC.

New York, NYSEC-registered investment adviserCRD 288572

Filed as SIEBERT ADVISORNXT, LLC.

Siebert Advisornxt, LLC. is an SEC-registered investment advisory firm in New York, NY, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

9 years
registered since 2017
$391,509,579
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Siebert Advisornxt, LLC. compensated?

On its Form ADV (Item 5.E, October 2026), Siebert Advisornxt, LLC. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is Siebert Advisornxt, LLC. located?

Siebert Advisornxt, LLC.'s principal office is in New York, NY, according to its Form ADV; the October 2026 filing also lists 7 other offices (Schedule D, Section 1.F).

Is Siebert Advisornxt, LLC. registered with the SEC or a state?

Siebert Advisornxt, LLC. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288572.

How much does Siebert Advisornxt, LLC. manage?

Siebert Advisornxt, LLC. reports $391,509,579 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (0% discretionary).

How have Siebert Advisornxt, LLC.'s assets and staff changed since 2021?

In the Form ADV data for Siebert Advisornxt, LLC.: Regulatory assets under management: $131,000,000 in the October 2021 data and $391,509,579 in the October 2026 data, up 199%. Total employees: 32 in October 2021 and 43 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Siebert Advisornxt, LLC. serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (880); high net worth individuals (93).

Does Siebert Advisornxt, 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/288572

What changed in Siebert Advisornxt, LLC.'s recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 24 to 32. Regulatory assets under management went from $287,623,668 to $391,509,579 (+36%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 25, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$391,509,579

$391,509,579 as of October 2026, filing dated September 23, 2026.

Discretionary: $0.Non-discretionary: $391,509,579.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 880 Assets $208,712,109 (53%)
High net worth individuals
Clients 93 Assets $182,797,470 (47%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Other

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2017 (9 years)
Employees
Total: 43. Performing investment advisory functions: 32.
Wrap fee program participation
Yes.
Other offices (Schedule D, Section 1.F)
7 other offices, as of the October 2026 filing
Beverly Hills, CABoca Raton, FLCalabasas, CAHorsham, PAMiami, FLNew York, NYTampa, FL
States registered or notice-filed
43 states or jurisdictions
ALARAZCACOCTFLGAHIIAIDILINKSLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$131M 2021 $176M 2022 $164M 2023 $213M 2024 $288M 2025 $392M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$391,509,57943September 23, 2026
October 2025$287,623,66831March 31, 2025
October 2024$212,638,78931August 30, 2024
October 2023$163,624,00038August 2, 2023
October 2022$176,000,00032March 10, 2022
October 2021$131,000,00032September 29, 2021

Regulatory assets under management: $131,000,000 in the October 2021 data and $391,509,579 in the October 2026 data, up 199%.

Total employees: 32 in October 2021 and 43 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 24 to 32.
    • Regulatory assets under management went from $287,623,668 to $391,509,579 (+36%).
  2. March 2026
    • Registered or notice-filed in WY.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
siebertnxt.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Siebert Advisornxt, LLC. (CRD 288572): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/siebert-advisornxt-llc-new-york-ny-288572