Next Capital Management LLC

Next Capital Management LLC (CRD# 110793) is a financial advisory firm headquartered in New York, NY. They manage $758,790,849 in 971 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    759
    MILLION
  • Total Number of Accounts
    971
    ACCOUNTS
  • Average Account Value
    $781,453
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, LA, MD, NH, NJ, NY, PA, TX, VA

Financial Advisors at Next Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
James V. McGurren
CRD#: 4646520
Eleven Times Square, 15th Floor, New York, NY 10036
96
Wealthminder
score

James McGurren (CRD# 4646520) is an Investment Advisor Representative working at Next Capital Management LLC in New York, NY and has over 13 years of experience in the finance industry. James McGurren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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