SourcingSourcing

NEXADVISORS, LLC

C35
CRD 317477·SEC 801-122878·DALLAS, TX
AUM
$26.1M
$25M-$100M
Est. Revenue
$261K
@ 1% on AUM
Est. EBITDA
$78K
@ 30% margin
Est. Deal Value
$627K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NEXADVISORS, LLC
CRD
317477
SEC file #
801-122878
EIN
—
DBA names
—

Economics

AUM
$26.1M
AUM band
$25M-$100M
AUM trajectory
'23'26
$307K → $26.1M▲ +8407%
Client mix
Individuals Other4
Corporations2

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NEXANNUITY HOLDINGS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
NEXANNUITY HOLDINGS, INC.
HEISS, BRADFORD, Burman
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing4
E*trade4
Goldman Sachs2
Axos Advisor Services2
Folio Institutional1
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (4)

4
HEISS, BRADFORD, Burman
IAR · Executive Officer · 2.5%
4833833
Vitiello, Stephanie, Lynn
Executive Officer · 2.5%
7432113
WATERHOUSE, FRANK, GEORGE
Executive Officer · 2.5%
2960256
MICHIEL HARRIS HURLEY
IAR
2559946