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- Custodian
- BNY Mellon · Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2018
- Office Locations
- 1
Office Locations
About Alphanext, LLC
ALPHANEXT, LLC is a Los Angeles-based investment adviser serving entrepreneurs and other retail and institutional clients. The firm provides asset management and financial planning, including business succession and insurance planning, and builds diversified allocations using ETFs, index funds, mutual funds and select alternative strategies (e.g., hedge funds, private equity, real estate). Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 98.6% is discretionary and 1.4% is non-discretionary.
The firm reports 1 advisory representatives and 28 clients, or 28 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ROBERT ALAN KAHN
Chief Investment Officer, Managing Member
- CRD
- #2813068
- Ownership
- 75% or more
BRENDA GONZALEZ CALDERON
CHIEF OPERATING OFFICER, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MYRON SAMUEL KAUFMAN
Board of Directors
- CRD
- #2214663
JOHN LLOYD SILVERS MR
--
- CRD
- #5258120
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,734,434 | $570,279 |
| Non-Discretionary | $754,263 | $497,915 |
| Total | $68,488,697 | $569,130 |
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Separately Managed Accounts
SMA allocation detail is available
Alphanext, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.