RIA Intel›Advisers›North Carolina›NEXT WORLD ASSETS LLC

NEXT WORLD ASSETS LLC

Advisory

NC

Data as of Jun 7, 2026 · Source: SEC Form ADV

Rank in NC

#512

of 516 advisers by AUM

Average account

$52M

across 1 accounts

AUM per adviser

$26M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 7, 2026.

Total AUM

$52M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$52M

Discretionary AUM$52M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

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

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

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Advisers of similar size in NC

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

KOURY CAPITAL MANAGEMENT, LLC

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RUSHWALD, MARK STEVEN

$52M

GOLDFARB WEALTH ADVISORS, LLC

$52M

BUCKHORN CAPITAL MANAGEMENT LLC

$52M

TRILLIUM SQUARE ADVISORS LLC

$52M

R.M. LONG INVESTMENT ADVISORY, INC.

$52M

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