NEXT PHASE ADVISORS

Overview

Next Phase Advisors is an independent registered investment adviser that concentrates on clients who are individuals and families, including small-business owners. The firm offers financial planning and portfolio management and charges both a percentage-of-assets and fixed-fee arrangements. Filings indicate the adviser operates as an individual-owned LLC and does not position itself as an ESG-focused or multi-state advisory platform. Next Phase Advisors manages client relationships primarily on a discretionary basis, handling day-to-day investment decisions for the majority of its accounts. Investment activity skews toward liquid, exchange-traded instruments with an emphasis on building managed equity exposure. The firm is not structured as a large capital allocator to third-party private fund managers; instead, its practice centers on traditional portfolios supplemented by select third-party investment products where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices