Ronald
White

Nxt Capital Investment Advisers, LLC

CRD#6076664
Investment Advisor
in Dallas, TX

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About this Advisor

Ronald White is a financial advisor operating in Dallas, Texas. White is an advisor for Nxt Capital Investment Advisers, LLC. White has gained experience at Frost Bank, Seaport Global Securities LLC, Ut Austin, Seaport Global Holdings LLC, Jpmorgan Securities LLC, Orix Corporation Usa and Nxt Capital. White maintains a Series 63 license, which qualifies them as a securities broker, and can operate in Texas. Nxt Capital Investment Advisers, LLC is a business that has its headquarters in Chicago, IL. The investment advisory business has offices in seven locations and a total of 98 advisors. It oversees $7 billion in assets between its 24 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Nxt Capital Investment Advisers, LLC offers a few services, including portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors typically depend on the type of financial services offered. However, fees charged by Nxt Capital Investment Advisers, LLC likely consist of some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63

Years Registered*

less than 1 year

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

$7,058,442,000

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

98

TX Average: 44
Total Number of Accounts

24

TX Average: 2,564
Average Account Size

$294,101,750

TX Average: $2,603,165

Investment Advisory Services

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

Ronald White Work History

Ronald has been registered as a financial advisor for 0 years.*

2018 - Present (6 years)

Nxt Capital

2018 - 2018 (< 1 year)

Orix Corporation Usa

2015 - 2018 (3 years)

Jpmorgan Securities LLC

2014 - 2015 (1 year)

Seaport Global Securities LLC

2014 - 2015 (1 year)

Seaport Global Holdings LLC

2013 - 2014 (1 year)

Frost Bank

2009 - 2013 (4 years)

Ut Austin

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ronald White 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
Hunter Foreman
Dallas, TX
John Bozalis
Dallas, TX
Ronald White
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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