NEXT GENERATION INVESTING, LLC

CRD 149017File 801-122399

APPROVED

Retail clients

Filing as of Sep 12, 2023

Feed vintage Aug 17, 2026

Regulatory AUM

$128.0M

Bottom 25% of cohort (national)

Discretionary AUM

$128.0M

Clients

245

250 accounts

Employees

Bottom 25% of cohort in KS

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Sep 27, 2021
Principal office: 5909 SW 28TH ST. #100, TOPEKA, KS, 66614
Phone: 785-228-0222
Website: http://www.RetireTopeka.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $128.0M
Discretionary AUM: $128.0M
Non-discretionary AUM: $0
Discretionary accounts: 250
Non-discretionary accounts: 0
Total accounts: 250
AUM per client: $522K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.0M
Charitable organizations	Fewer than 5	$1.0M
High net worth individuals	115	$79.0M
Individuals (other than high net worth individuals)	130	$47.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.