Ryan William Davis
Investment adviser representative at Next Capital Management LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$2.1BFirm assets
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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
11 years in the industry.
- Next Capital Management, LLCMar 2015 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6054044
- Firm CRD
- 110793