Ross Levin
Next Capital Management · New York, New York
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.
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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 NJ, NY · CRD 5085169 |
| Exams passed | Series 65 (2008) · Series 66 (2006) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.nextcapitalmgmt.com |
How Ross'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 Ross
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.
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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