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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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
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%
Vertex atlas
Frontier pioneer fusion
- CRD
- #19569
- Ownership
- 44.3%
Showing 2 of 3 owners & executives
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Teresa Denise Armel
Wealth Advisor
- CRD
- #7229554
RYAN WILLIAM DAVIS
Chief Investment Officer, Financial Advisor, General Partner, President
- CRD
- #6054044
Optima ember
Focus north element
- CRD
- #52874
Showing 2 of 15 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
Total SMA Asset: $2,135,481,487
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $699,499,906 | 14.3% |
| Equity - Exchange | $474,485,950 | 9.7% |
| Private Funds | $1,105,503,349 | 22.6% |
| Cash | $1,672,929,846 | 34.2% |
| Municipal Bonds | $440,244,696 | 9.0% |
| U.S. Government/Agency | $498,943,990 | 10.2% |
| Total | $4,891,607,737 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT RIDGE ALPHA | DELTA HORIZON | HWURUDKJO | KUFF | 11.57% | $48,378,762 |
| TIMBER PATHWAY CATALYST | LEGACY DELTA | IEFAI25N7 | XMK | 1.16% | $74,542,905 |
| ATLAS PATHWAY | TIMBER CATALYST | 0JK408GQB | YOKL | 6.33% | $60,998,237 |
| RIDGE DELTA | ELEMENT PIONEER | XOE1AM8XA | UVJLJ | 2.25% | $5,022,002 |
| ZENITH VALUE | EMBER CATALYST | KIF8HA93B | PMNYY | 5.53% | $116,005,967 |
| RADIAL MOMENTUM | WAVE MOMENTUM | 7INSFFIWT | RKC | 1.85% | $60,911,002 |
| MOMENTUM INSIGHT | HORIZON ATLAS | QXMNM1DY3 | WAZMW | 2.02% | $105,879,341 |
| OAK INSIGHT | GLACIER FRONTIER | Z25Z1STM3 | ASR | 0.88% | $14,505,127 |