Nexadvisors, LLC
● SEC registered since 2021CRD 317477SEC# 801-122878Dallas, TX
Reg. AUM
$26.1M
Employees
4
Accounts
6
Location
Dallas, TX
Nexadvisors, LLC assets under management
Nexadvisors, LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2021. It reports $26.1 million in regulatory assets under management and employs 4 people.
Nexadvisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradford Burman Heiss Control | President | Under 5% | 2023 |
| Frank George Waterhouse | Treasurer | Under 5% | 2023 |
| Nexannuity Holdings, Inc. Control | Sole Member | Over 75% | 2021 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Nexadvisors, LLC manage?
Nexadvisors, LLC reports $26.1 million in regulatory assets under management on its Form ADV.
How many employees does Nexadvisors, LLC have?
Nexadvisors, LLC reports 4 employees.
Where is Nexadvisors, LLC located?
Nexadvisors, LLC is based in Dallas, TX and has been SEC-registered since 2021.
Does Nexadvisors, LLC disclose fund performance?
Nexadvisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 Crescent Ct., Suite 700, Dallas, TX 75201 |
| Phone | 214-550-8350 |
| Fax | 214-853-5317 |
| Office hours | 8:00 - 5:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$26.1M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$26.1Mregulatory AUM
Discretionary $26.1M