John
Bozalis

Nxt Capital Investment Advisers, LLC

CRD#2107854
Investment Advisor
in Dallas, TX

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About this Advisor

John Bozalis is a financial advisor based in Dallas, Texas, working with Nxt Capital Investment Advisers, LLC. John has previously held positions at Bbva Compass, Orix Usa, and Nxt Capital. John has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, John is part of Nxt Capital Investment Advisers, LLC, which operates out of Dallas, Texas. The firm has 7 offices and 253 employees. The firm manages assets totaling $7.0 billion. The services offered by the firm include portfolio management for pooled investment vehicles and portfolio management for institutional clients. The fee structure at Nxt Capital Investment Advisers, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1717 Main Street Suite 1100
Dallas, TX 75201

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Nxt Capital Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$7,043,597,000

TX Average: $6,674,516,078
Total Number of Employees

253

TX Average: 44
Total Number of Accounts

21

TX Average: 2,564
Average Account Size

$335,409,381

TX Average: $2,603,165

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

John Bozalis Work History

2018 - Present (6 years)

Nxt Capital

2016 - 2018 (2 years)

Orix Usa

2010 - 2016 (6 years)

Bbva Compass

Disclosures

Please visit the SEC profile of John Bozalis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nxt Capital Investment Advisers, LLC

Lucas Kowalewski
Dallas, TX
Ronald White
Dallas, TX
Hunter Foreman
Dallas, TX
John Bozalis
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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