AlphaNext, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$67,734,433
Clients
27
Advisors
3
of 3 employees
About
AlphaNext provides discretionary asset management, financial planning and retirement plan consulting to individuals, high‑net‑worth clients, trusts, estates and charitable organizations. The firm reports managing about $67.7 million on a discretionary basis for roughly 27 clients supported by a three‑advisor team and constructs portfolios using stocks, bonds, ETFs, mutual funds, options and other public and private securities.
The firm’s investment process relies on fundamental and sector analysis and a range of asset‑allocation approaches (including strategic, dynamic, tactical and core‑satellite), with portfolios monitored and rebalanced to align with each client’s objectives and risk tolerance. AlphaNext offers individualized advice for asset management clients and may incorporate cash and cash equivalents as an assessed asset class within client accounts.
Noteworthy features for a firm of this size include a relatively small client base relative to assets under management — indicating larger average account sizes and a focused service model — and the firm’s explicit willingness to include alternative and private investments (such as private equity, hedge funds, REITs and BDCs) in client portfolios. The brochure also discloses that the firm assesses fees on cash balances unless otherwise agreed and uses formal referral arrangements with independent solicitors under written agreements.
Client services
Expertise
Fee options
Up to 1.00% annually, billed quarterly in arrears on a pro-rata basis
Main office
2121 Avenue of the Stars, Suite 800
Los Angeles CA 90067
Advisors at this office
3
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
John S
Series 63
Los Angeles, CA
AlphaNext, LLC
John Silvers is a financial advisor at AlphaNext, LLC with six years of industry experience. He holds the Series 63 designation and has been with AlphaNext since 2019. In addition to his advisory role, he is self-employed as an insurance agent, primarily selling fixed indexed annuities, whole life, and health insurance. AlphaNext serves individual and high net worth clients, trusts, estates, and charitable organizations by providing asset management, financial planning, and consulting services. The firm employs a diversified investment approach that includes alternative investments, private equity, and complex instruments alongside traditional securities, managing approximately $63.4 million in discretionary assets.
Robert K
Series 65
Los Angeles, CA
AlphaNext, LLC
Robert Kahn is a Series 65–licensed financial advisor with AlphaNext, LLC in Los Angeles, California, bringing 11 years of industry experience. He previously worked at Alpha Analytics Investment Group, LLC for five years before joining AlphaNext in 2018. Outside of his advisory work, Mr. Kahn manages a rental real estate investment business and holds an ownership interest in Alpha Analytics, LLC. AlphaNext serves individual and high net worth clients, as well as trusts, estates, and charitable organizations, providing asset management, financial planning, and consulting services. The firm employs a combination of fundamental and sector analysis with diverse asset allocation strategies, including alternative investments and private equity, managing portfolios on a discretionary basis with ongoing monitoring and rebalancing.
Myron K
Series 63, Series 65
Los Angeles, CA
AlphaNext, LLC
Myron Kaufman is a financial advisor at AlphaNext, LLC in Los Angeles, CA, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with AlphaNext since 2019. AlphaNext serves individual and high net worth clients, as well as trusts, estates, and charitable organizations, providing asset management, financial planning, and consulting services. The firm employs a combination of fundamental and sector analysis with diverse asset allocation strategies and incorporates alternative investments, private equity, and complex instruments alongside traditional securities.
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