$16.7M Total AUM
$16.7M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Capital insightFusion +more
- Established Date
- 08-03-2018
- Office Locations
- 1
Office Locations
-- Ashburn VA
About Next Play Financial
Next Play Financial is a fee-only, fiduciary planning and investment management firm serving investors age 40+ focused on retirement readiness. The practice emphasizes proactive tax planning and deferred/equity compensation optimization. Portfolios follow a tax-efficient asset-allocation approach built with low-cost index funds and ETFs, implemented on Altruist with no account minimums.
Team overview
-- AVG AGE
$16.7M AVG AUM / ADVISOR
$669.0K AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Vital Wave Prime
Client Personas
Insight momentum
Custodian
Matrix Catalyst Glacier Delta meridian Timber oak
Investment Themes
Value Element Radial legacy Vertex Horizon
Investment Vehicles
Signal
Services
Value Crest fusion Meridian capital Fusion Vital horizon Harbor Element atlas
Technology
Focus Radial Ember timber Summit frontier Signal
Owner & Executives
MELANIE GAYLE BROPHY
Founder, WEALTH ADVISOR
- CRD
- #6173357
- Ownership
- 75% or more
(610) 729-3916
catalyst.eagle@pioneercapital.com
in linkedin.com/in/foundation-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,724,573 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,724,573 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,724,573
Public Funds:
25.4% Equity - Exchange:
31.5% Cash:
14.6% Municipal Bonds:
28.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,146,402,864 | 25.4% |
| Equity - Exchange | $2,661,877,567 | 31.5% |
| Cash | $1,233,759,126 | 14.6% |
| Municipal Bonds | $2,408,365,419 | 28.5% |
| Total | $8,450,404,976 | 100.0% |