A complete list of active advisors currently associated with Next Alpha Capital, LLC

Warmer can help you find a great advisor at Next Alpha Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Next Alpha Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Patrick Kelly	San Diego, CA	9

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