Danielle Udland
Next Capital Management · New York, New York
Danielle Udland 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.
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Facts
| Firm | Next 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 NY · CRD 6987304 |
| Exams passed | Series 63 (2019) · Series 65 (2026) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.nextcapitalmgmt.com |
How Danielle's firm compares
- Next Capital Management's average account is about $916,000, from its Form ADV (assets managed divided by 2,332 accounts).
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Questions about Danielle
Is Danielle Udland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Danielle 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 Danielle charge for financial advice?
Danielle's firm, Next Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Danielle Udland based?
Danielle Udland is based in New York, New York.
Is Danielle Udland registered with the SEC?
Yes. Danielle Udland is registered as an investment adviser representative in NY (CRD 6987304), 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 Danielle Udland?
Through Danielle'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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