SourcingSourcing

INVEX NEXT, LLC

C36
CRD 328201·SEC 801-128784·CORAL GABLES, FL
AUM
$3.0M
<$25M
Est. Revenue
$30K
@ 1% on AUM
Est. EBITDA
$9K
@ 30% margin
Est. Deal Value
$73K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVEX NEXT, LLC
CRD
328201
SEC file #
801-128784
EIN
—
DBA names
—

Economics

AUM
$3.0M
AUM band
<$25M
AUM trajectory
'25'26
$2.2M → $3.0M▲ +39%
Client mix
Individuals Other76

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
6 advisors → 6 advisors▬ 0%
Primary office
CORAL GABLES FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
join.nextbyinvex.us

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INVEX HOLDINGS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
INVEX HOLDINGS, INC.
BARRIENTOS SERRANO, CARLOS
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
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Interactive Brokers2
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
CARLOS BARRIENTOS SERRANO
Executive Officer · 2.5%
4520476
GERARDO REYES RETANA HIGUERA
Executive Officer · 2.5%
2433345