NEXT STEP FINANCIAL TRANSITIONS

NEXT STEP FINANCIAL TRANSITIONS is an SEC-registered investment adviser (CRD 311472). Regulatory assets under management: $10.4M.

Registration

• CRD: 311472
• Type: Registered investment adviser
• Phone: 832-856-2825
• Latest filing: 2026-01-22
• Regulatory AUM: $10.4M
• Discretionary AUM: $10.4M
• Clients: 2
• Accounts: 92

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311472 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search