Nextgen Emp is an investment adviser that files Form ADV with the SEC, with 3 registered advisors, reporting $16.1M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.
Last updated 2026-03-27 (latest Form ADV filing)
Scale
How this firm compares
Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.
Regulatory AUM$16.1MLowTop 98%
Clients per advisor0.333LowTop 97%
Average AUM per client$16.1MModerateTop 38%
High-net-worth share of clients0.0%LowTop 100.0%
What the firm filed with the SEC
Form ADV facts as filed, most recently 2026-03-27. Figures are the firm's own reported numbers.
Identity
Registration
Item 1 and registration status.
Registration type
Registered
SEC registration status
APPROVED
Registered since
2024-11-27
SEC file number
801-131531
Form version
10/2021
Latest Form ADV filing
2026-03-27
Phone
713-459-5254
Website
https://nextgenemp.com/
Size
People and clients
Items 5.A through 5.D.
Employees
2
Registered advisors
3
Offices
3
Clients
1
Clients per advisor
0.333
High-net-worth share of clients
0.0%
Assets
Assets under management
Item 5.F and custody.
Regulatory AUM
$16,100,000
Discretionary AUM
$16,100,000
Non-discretionary AUM
$0
Total accounts
1
Average AUM per client
$16,100,000
Clients
Who the firm serves
Item 5.D, by reported assets.
Investment companies1 client
$16.1M
Practice
How the firm operates
Items 4 through 9.
Services
Portfolio Management: Investment Companies
Fee types
Compensation: Percentage of Assets Under Management
Affiliations
Related Person Is: Other Investment Adviser (Incl. Financial