Theodore Baskin Smith
Investment adviser representative at Next Capital Management LLC
12 yearsExperience
1 stateRegistered in
$2.1BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Next Capital Management LLCMar 2021 to now
- Innovation Partners LLCJan 2021 to now
- Northern Lights Distributors, LLCJan 2018 to Jan 2021
- Mount Yale Capital GroupSep 2014 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MD).
Next Capital Management LLC
$2.1BAssets managed
320Clients
10Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5984224
- Firm CRD
- 110793