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Advisor

Christopher Ofsthun

Next Capital Management · New York, New York

Christopher Ofsthun is a fee-only financial advisor at Next Capital Management in New York, New York. Next Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmNext Capital Management
Based in New York, New York
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$2.14B across 2,332 accounts
SEC registration Investment adviser representative in TX · CRD 7306824
Exams passedSeries 65 (2021)
Firm size23 employees
Disclosures None reported
Websitewww.nextcapitalmgmt.com

How Christopher's firm compares

  • Next Capital Management's average account is about $916,000, from its Form ADV (assets managed divided by 2,332 accounts).

What fee-only advisors charge in New York

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Questions about Christopher

Is Christopher Ofsthun a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Next Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Christopher charge for financial advice?

Christopher's firm, Next Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Christopher Ofsthun based?

Christopher Ofsthun is based in New York, New York.

Is Christopher Ofsthun registered with the SEC?

Yes. Christopher Ofsthun is registered as an investment adviser representative in TX (CRD 7306824), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Next Capital Management manage?

Next Capital Management reports $2.14B across 2,332 accounts in assets under management.

How do I contact Christopher Ofsthun?

Through Christopher's website, www.nextcapitalmgmt.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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