Nytrx LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nytrx LLC provides web-based investment management to individual investors and consulting services to employer-sponsored retirement plans. Its services include portfolio management using families of ETFs and stocks, direct indexing via Schwab Personalized Indexing, and retirement plan consulting available in both ERISA Section 3(21) (non‑discretionary) and 3(38) (discretionary investment manager) capacities.
The firm delivers advice through an interactive website and online questionnaires, applying model-driven processes and Schwab’s iRebal platform for automated rebalancing and tax‑loss harvesting where eligible. Nytrx combines fundamental, quantitative, and technical analysis to select and manage ETF, stock, and cash allocations, and manages client accounts on a discretionary basis with custody at Schwab.
Nytrx is notable among independent solo advisors for maintaining paid referral arrangements—specifically agreements with SmartAsset Advisors and 401k Advisor Line—to generate and accept client leads, a practice that is uncommon for peers. It is a small, software‑driven practice with roughly $2.6 million in assets and a limited client base, requires primarily electronic client interactions, and applies minimums for certain services such as personalized direct indexing.
Client services
Expertise
Occupation focus
Fee options
$4,000 to $100,000 annually (for retirement plan consulting services)
0.70% annually
Account minimum: $1,000
Main office
Cypress TX
Advisors at this office
1
Most active in
Louisiana · Texas
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
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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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