# Ross Levin

> Ross Levin 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.

Page: https://find.wellspent.co/advisors/ross-levin-5085169/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $2.14B across 2,332 accounts
- **CRD:** 5085169 (https://adviserinfo.sec.gov/individual/summary/5085169)
- **SEC registration:** Investment adviser representative in NJ, NY
- **Exams passed:** Series 65 (2008), Series 66 (2006)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** http://www.nextcapitalmgmt.com

## Frequently asked questions

### Is Ross Levin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ross 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 Ross charge for financial advice?

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

### Where is Ross Levin based?

Ross Levin is based in New York, New York.

### Is Ross Levin registered with the SEC?

Yes. Ross Levin is registered as an investment adviser representative in NJ and NY (CRD 5085169), 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 Ross Levin?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5085169): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.