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- Custodian
- Axos · Etrade · Folio Investments · Goldman Sachs · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-15-2021
- Office Locations
- 1
Office Locations
About Nexadvisors, LLC
Nexadvisors, LLC is a Dallas-based RIA. The firm has been operating for 4 years. Managing $26.1M in total assets under management, with 2 advisory representatives. They custody assets with Axos and Etrade.
Reported data analysis
What the numbers show
Between November 25, 2025 and May 5, 2026, reported AUM increased 22.9%, from $21.3M to $26.1M.
Across 5 reported observations, AUM increased 8407.5% between November 8, 2022 and May 5, 2026, from $307.1K to $26.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 7 clients, or 3.5 clients per representative. That equates to $3.7M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on May 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Nexadvisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRADFORD Burman HEISS
Chief Investment Officer, President
- CRD
- #4833833
- Ownership
- Less than 5%
Stephanie Lynn Vitiello
Chief Compliance Officer, Secretary
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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MICHIEL HARRIS HURLEY
--
- CRD
- #2559946
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,130,723 | $4,355,121 |
| Non-Discretionary | $0 | -- |
| Total | $26,130,723 | $4,355,121 |
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Separately Managed Accounts
SMA allocation detail is available
Nexadvisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.