Nxt Capital Investment Advisers, LLC

Nxt Capital Investment Advisers, LLC (CRD# 160569) is a financial advisory firm headquartered in Chicago, IL. They manage $7,043,597,000 in 21 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
191 North Wacker Drive, 30th Floor, Chicago, IL 60606
https://twitter.com/nxtcapital
By the Numbers
  • Total Assets Under Management
    7,044
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $335,409,381
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, MI, TX

Financial Advisors at Nxt Capital Investment Advisers, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John Bozalis, financial advisor Dallas TX
John R. Bozalis
CRD#: 2107854
1717 Main Street, Suite 1100, Dallas, TX 75201

John Bozalis (CRD# 2107854) is an Investment Advisor Representative working at Nxt Capital Investment Advisers, LLC in Dallas, TX and has over 27 years of experience in the finance industry.

2
Hunter Foreman, financial advisor Dallas TX
Hunter N. Foreman
CRD#: 5157665
1717 Main Street, Suite 1100, Dallas, TX 75201

Hunter Foreman (CRD# 5157665) is an Investment Advisor Representative working at Nxt Capital Investment Advisers, LLC in Dallas, TX and has 1 year of experience in the finance industry.

3
Lucas Kowalewski, financial advisor Dallas TX
Lucas M. Kowalewski
CRD#: 7039554
1717 Main Street, Suite 1100, Dallas, TX 75201

Lucas Kowalewski (CRD# 7039554) is an Investment Advisor Representative working at Nxt Capital Investment Advisers, LLC in Dallas, TX and has 1 year of experience in the finance industry.

4
Ronald White, financial advisor Dallas TX
Ronald B. White
CRD#: 6076664
1717 Main Street, Suite 1100, Dallas, TX 75201

Ronald White (CRD# 6076664) is an Investment Advisor Representative working at Nxt Capital Investment Advisers, LLC in Dallas, TX and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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