Next Adventure Financial LLC

Overview

Next Adventure Financial LLC is an independent registered investment adviser structured as a limited liability company that serves individual and family clients. The firm functions as a capital allocator, combining financial planning with portfolio management for individuals and small businesses and the selection of other advisers when needed. Its fee model is flexible — charging a percentage of assets under management alongside hourly and fixed fees — which supports both ongoing portfolio relationships and project-based planning engagements. Investment implementation is weighted toward pooled public funds rather than direct security selection. The firm does not identify as an active ESG investor and operates without multi-state adviser status reported. Advisory activity centers on discretionary management and third-party manager selection rather than in-house alternative asset origination.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices