NEXT PHASE ADVISORS

NEXT PHASE ADVISORS of CULLMAN, AL is an SEC-registered investment adviser (CRD 331622). Regulatory assets under management: $37.2M.

Registration

• CRD: 331622
• Type: Registered investment adviser
• Location: 1120 2ND AVE SW, CULLMAN, AL, 35055
• Phone: 256-841-7727
• Latest filing: 2026-03-25
• Regulatory AUM: $37.2M
• Discretionary AUM: $37.2M
• Clients: 2
• Accounts: 308

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 331622 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search