RIA Intel›Advisers›Alabama›NEXT PHASE ADVISORS LLC

NEXT PHASE ADVISORS LLC

Advisory

CULLMAN, AL

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$121K

across 308 accounts

AUM per adviser

$19M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients189

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

189 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

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BALLAST WEALTH LLC

$40M

WESBAN FINANCIAL CONSULTANTS, P.C.

$41M

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