Tennext LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tennext LLC provides discretionary portfolio management and prepares individual Investment Policy Statements for entities the brochure lists as potential clients, including individuals, high‑net‑worth individuals, trusts, estates, and small businesses. As of December 31, 2025 the firm reports $423,778 in discretionary assets and no non‑discretionary assets, indicating a very small asset base and few or no individual account relationships at present.
The firm describes an evidence‑based, multi‑disciplinary investment approach that combines Modern Portfolio Theory, quantitative models, fundamental and technical analysis, charting, and behavioral finance to tailor portfolios and address client psychology and tax considerations. It implements both long‑ and short‑term strategies and states it may recommend higher‑risk instruments—such as private placements, commodities, and leveraged or inverse ETFs—only for clients with above‑average risk tolerance who understand those risks.
Notable characteristics include its recent formation and registration in 2025 and a virtual‑only client model with quarterly reviews conducted by a single management person, which concentrates operational responsibilities. Tennext requires clients to use a specified custodian (Altruist) and discloses receipt of software and research benefits from that custodian, accepts fee deductions directly from client accounts (limited custody), and does not participate in wrap programs or charge performance‑based fees.
Client services
Expertise
Fee options
$0 - $6,500,000: 0.90% $6,500,001 - $10,000,000: 0.85% $10,000,001 - $25,000,000: 0.75% $25,000,001 - $50,000,000: 0.55% $50,000,001 - $100,000,000: 0.40% $100,000,001+: 0.20%
Fee-only: Advisory fees billed quarterly in arrears based on assets under management; no commissions or other transaction-based fees.
Main office
Alexandria VA
Advisors at this office
1
Most active in
California · Kansas · Virginia
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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