INVEX NEXT, LLC

CRD 328201File 801-128784

APPROVED

Retail clients

Filing as of Mar 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$3.0M

Bottom 25% of cohort (national)

Discretionary AUM

$3.0M

Clients

76 accounts

Employees

Bottom 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Oct 17, 2023
Principal office: 2 ALHAMBRA PLAZA, SUITE PH 2, CORAL GABLES, FL, 33134
Phone: 786-425-1717
Website: https://join.nextbyinvex.us/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $3.0M
Discretionary AUM: $3.0M
Non-discretionary AUM: $0
Discretionary accounts: 76
Non-discretionary accounts: 0
Total accounts: 76
AUM per client: $40K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Individuals (other than high net worth individuals)	76	$3.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

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.