Next Alpha Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Next Alpha Capital is a California-registered independent advisory firm led by a single principal that provides investment advice through separately managed accounts and discretionary trading. The firm discloses it advises across a broad range of securities and financial instruments but reported $0 in assets under management and no pooled investment vehicles for 2025.
The firm operates with broad discretionary authority to implement trading strategies across equities, fixed income, derivatives, commodities and other instruments, and it performs continuous, manager-led account reviews. Next Alpha Capital uses a fixed hourly fee model and does not charge percentage-of-AUM or performance-based fees.
Compared with many peers, the firm does not offer traditional portfolio management for individual retail clients and instead relies on separately managed accounts and discretionary implementation. It also maintains proprietary trading accounts that employ strategies similar to client accounts and discloses potential conflicts—such as brokerage referral arrangements and fee deductions from custodial accounts—addressed through written policies including a Code of Ethics and proxy voting procedures.
Client services
Expertise
Fee options
Fixed hourly rate (exact amount not specified)
Fee-only: Fixed hourly rate (exact hourly rate amount not specified)
Main office
San Diego CA
Advisors at this office
1
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.
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