Ryan Davis
Next Capital Management · New York, New York
Ryan Davis is a fee-only financial advisor at Next Capital Management in New York, New York, who holds the CFA credential. 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 6054044 |
| Exams passed | Series 65 (2013) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.nextcapitalmgmt.com |
How Ryan'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 Ryan
Is Ryan Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan 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 Ryan charge for financial advice?
Ryan's firm, Next Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Davis based?
Ryan Davis is based in New York, New York.
What credentials does Ryan Davis hold?
Ryan Davis holds the CFA credential.
Is Ryan Davis registered with the SEC?
Yes. Ryan Davis is registered as an investment adviser representative in NY (CRD 6054044), 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 Ryan Davis?
Through Ryan'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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