NAX Capital LLC

The firm provides discretionary portfolio management, investment policy statement development, and ongoing portfolio monitoring and reporting for individuals (including both non‑high‑net‑worth and high‑net‑worth clients), trusts and estates, and corporations and other business entities. It is a newly formed, state‑registered investment adviser that, at the time of the brochure, has not yet begun managing client assets.

The firm tailors relationships through a detailed client intake process that documents goals, risk tolerance, liquidity needs, tax considerations, and any client‑imposed investment restrictions, and it manages accounts with full discretionary authority subject to those restrictions. Its investment process combines fundamental, quantitative, and top‑down macroeconomic analysis and is implemented via asset allocation and rebalancing, long‑term equity portfolios, ETFs and mutual funds, and selective individual equity and fixed‑income selections.

Notably, the firm’s plan to serve both non‑HNW individual clients and corporate entities while providing discretionary portfolio management for individual accounts is uncommon for a newly formed, zero‑AUM adviser. The brochure also discloses that the firm does not recommend alternative investments or act as a private fund adviser, does not take custody of client assets or vote proxies, and that the sole principal has a disclosed personal outside business activity in fintech — features that may affect client operational and oversight arrangements.