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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-24-1999
- Office Locations
- 11
Office Locations
About Next Capital Management LLC
Next Vantage (Next Capital Management, LLC) provides family office-style wealth and investment advisory for ultra high net worth families, especially entrepreneurs and executives. The team coordinates estate, tax, legal, and philanthropic planning alongside clients’ outside professionals and takes a hands-on role breaking down silos, including family governance and disputes. Investment implementation spans public funds and ETFs, with fixed income and select alternatives/digital assets as needed.
Reported data analysis
What the numbers show
Between April 2, 2025 and January 31, 2026, reported AUM increased 19.6%, from $1.8B to $2.1B.
Across 5 reported observations, AUM increased 65.4% between December 22, 2022 and January 31, 2026, from $1.3B to $2.1B.
Of the latest reported AUM, 75.2% is discretionary and 24.8% is non-discretionary.
The firm reports 9 advisory representatives and 325 clients, or 36.1 clients per representative. That equates to $6.6M in reported AUM per client.
The profile lists 11 reported office locations and 27 years in operation. The source data was last updated on January 31, 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
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
RYAN WILLIAM DAVIS
Chief Investment Officer, Financial Advisor, General Partner, President
- CRD
- #6054044
- Ownership
- Less than 5%
ANDREW CRAIG HART
Chief Compliance Officer, Chief Executive Officer, Managing Director
- CRD
- #1592375
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
Teresa Denise Armel
Wealth Advisor
- CRD
- #7229554
RYAN WILLIAM DAVIS
Chief Investment Officer, Financial Advisor, General Partner, President
- CRD
- #6054044
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,605,388,056 | $1,322,395 |
| Non-Discretionary | $530,093,431 | $474,144 |
| Total | $2,135,481,487 | $915,730 |
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Separately Managed Accounts
SMA allocation detail is available
Next Capital Management LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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Next Capital Management LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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