RIA Intel›Advisers›Illinois›NXT CAPITAL INVESTMENT ADVISERS, LLC

NXT CAPITAL INVESTMENT ADVISERS, LLC

Advisory

N·CHICAGO, IL

Data as of May 22, 2026 · Source: SEC Form ADV

Total AUM

$6.5B

1-Year AUM Growth

-6.3%

3-Year CAGR

-7.7%

Employees

56

Assets Under Management

Total AUM$6.5B

Discretionary AUM$6.0B

Non-Discretionary AUM$484M

Discretionary %92.5%

Total Clients22

Team

Total Employees56

Investment Advisers273

Employee Growth (1Y)-4.3%

Filing History

Total Filings on Record37

First FilingFeb 14, 2012

Latest FilingMay 22, 2026

🔒 Full AUM trend chart and 37 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NXT CAPITAL INVESTMENT ADVISERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.