NEXT ADVENTURE FINANCIAL LLC

NEXT ADVENTURE FINANCIAL LLC is an SEC-registered investment adviser (CRD 327945). Regulatory assets under management: $20.9M.

Registration

• CRD: 327945
• Type: Registered investment adviser
• Phone: 765-479-9533
• Latest filing: 2026-01-23
• Regulatory AUM: $20.9M
• Discretionary AUM: $20.9M
• Clients: 2
• Accounts: 134

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327945 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search