NexAdvisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$20,421,229
Clients
4
Advisors
2
of 4 employees
About
NexAdvisors provides discretionary investment management and advisory services to individuals, high-net-worth individuals and families, and business or trust entities, and offers specialized advice for investing proceeds from the sale of appreciated real estate into Delaware Statutory Trusts as part of 1031 exchanges. The firm reports approximately $26.1 million in discretionary assets under management and generally requires a household minimum for advisory services and accredited-investor or qualified-client status for certain private real estate and fund investments.
The firm constructs diversified portfolios tailored to client suitability and monitors accounts on an ongoing basis, using a mix of fundamental, technical, charting and cyclical analysis and generally maintaining a long-biased posture. For clients investing via 1031 exchanges, NexAdvisors conducts due diligence on real estate options, recommends specific DST investments (including those sponsored by affiliates), and coordinates transactions and administrative tasks related to those investments.
NexAdvisors is notable for its integration with a broader financial group: it is affiliated with banking and broker-dealer entities, multiple SEC‑registered investment adviser affiliates, a title/real-estate related affiliate and affiliated insurance companies, and may allocate client assets into affiliated funds and affiliated DSTs it or its affiliates sponsor. Those affiliations and the firm’s role in recommending and facilitating affiliated fund and DST investments — while disclosed in its brochure — create potential conflicts of interest because affiliates may earn additional fees and allocations among affiliated vehicles are a stated part of the firm’s investment process.
Client services
Expertise
Occupation focus
Fee options
$0 - $2 million: 1.00%, annually, or a minimum of $2,500 $2 million - $5 million: 0.80%, annually $5 million - $10 million: 0.60%, annually $10 million+: Negotiable
Hourly charges reported in SEC Form ADV Part 1, but no specific rates stated in brochure
Account minimum: $250,000 Minimum fee: Minimum fee of $2,500 annually Fee-only: Advisory fees based on percentage of assets under management, no commissions mentioned
Main office
300 Crescent Ct., Suite 700
Dallas TX 75201
Advisors at this office
2
Most active in
Alabama · California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Bradford H
Dallas, TX
NexAdvisors, LLC
Bradford Heiss is a financial advisor at NexAdvisors, LLC with eight years of industry experience. He has worked at Highland Capital Management Fund Advisors, L.P. since 2013 and previously at Highland Capital Management, L.P. from 2013 to 2021. NexAdvisors provides discretionary investment management and advisory services to individuals, high-net-worth individuals and families, and business or trust entities. The firm offers specialized advice for investing proceeds from the sale of appreciated real estate into Delaware Statutory Trusts as part of 1031 exchanges and manages approximately $26.1 million in discretionary assets using a diversified, long-biased investment approach.
Michiel H
Series 63, Series 65
Dallas, TX
NexAdvisors, LLC
Michiel Hurley is a financial advisor with NexAdvisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Highland Capital Funds Distributor, Inc. and Incline Analytics, LLC. He is concurrently employed with NexPoint Asset Management, L.P., NexPoint Advisors, L.P., and NexAdvisors LLC, all affiliated SEC-registered investment advisers. NexAdvisors provides discretionary investment management and advisory services to individuals, high-net-worth families, and business or trust entities, with a focus on diversified portfolios and specialized advice for 1031 exchanges involving Delaware Statutory Trusts. The firm manages approximately $26.1 million in discretionary assets and integrates its services within a broader group of affiliated financial entities.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)