Invex Next, LLC

Overview

Invex Next, LLC is a small, fee-based advisory firm organized as a limited liability company and registered with the SEC in 2023. The firm focuses on portfolio management for individuals and small businesses, charging clients a percentage of assets under management. Its client base is concentrated on individual and family relationships, and it operates with a single-state footprint rather than a multi-state advisory platform. Investment activity centers on liquid equity exposure as the primary building block for client portfolios. The firm shows a clear preference for exchange-traded securities within its separately managed account program, and it also uses mutual funds and corporate debt to fill out allocations. Invex Next, LLC is affiliated with other industry roles — including broker-dealer relationships and activities as a sponsor or general partner of pooled vehicles — which suggests the firm can both advise on and originate pooled investment structures alongside third-party solutions.

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