NEXADVISORS, LLC
CRD #317477 SEC #801-122878 DALLAS, TX 214-550-8350
SEC Registered
Total AUM
$21.3M
Discretionary
$21.3M
Employees
3
Clients
0
Accounts
6
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DONDERO, JAMES, DAVID | I | PRESIDENT | NA | Control |
| DONDERO, JAMES, DAVID | I | PRESIDENT | NA | Control |
| DONDERO, JAMES, DAVID | I | PRESIDENT | NA | Control |
| DONDERO, JAMES, DAVID | I | PRESIDENT | NA | Control |
| DONDERO, JAMES, DAVID | I | PRESIDENT | NA | Control |
| HEISS, BRADFORD, Burman | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HEISS, BRADFORD, Burman | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HEISS, BRADFORD, Burman | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HEISS, BRADFORD, Burman | I | PRESIDENT | NA | Control |
| HEISS, BRADFORD, Burman | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HEISS, BRADFORD, Burman | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HEISS, BRADFORD, Burman | I | PRESIDENT | NA | Control |
| HEISS, BRADFORD, Burman | I | PRESIDENT | NA | Control |
| HEISS, BRADFORD, Burman | I | PRESIDENT | NA | Control |
| HEISS, BRADFORD, Burman | I | PRESIDENT | NA | Control |
| HEISS, BRADFORD, Burman | I | PRESIDENT | NA | Control |
| HEISS, BRADFORD, Burman | I | PRESIDENT | NA | Control |
| HEISS, BRADFORD, Burman | I | PRESIDENT | NA | Control |
| HEISS, BRADFORD, Burman | I | PRESIDENT | NA | Control |
| HOLT, DAVID, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLT, DAVID, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLT, DAVID, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLT, DAVID, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLT, DAVID, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | |
| Vitiello, Stephanie, Lynn | I | CHIEF COMPLIANCE OFFICER AND SECRETARY | NA | |
| Vitiello, Stephanie, Lynn | I | CHIEF COMPLIANCE OFFICER AND SECRETARY | NA | |
| Vitiello, Stephanie, Lynn | I | CHIEF COMPLIANCE OFFICER AND SECRETARY | NA | |
| Vitiello, Stephanie, Lynn | I | CHIEF COMPLIANCE OFFICER AND SECRETARY | NA | |
| Vitiello, Stephanie, Lynn | I | CHIEF COMPLIANCE OFFICER AND SECRETARY | NA | |
| Vitiello, Stephanie, Lynn | I | CHIEF COMPLIANCE OFFICER AND SECRETARY | NA | |
| Vitiello, Stephanie, Lynn | I | CHIEF COMPLIANCE OFFICER AND SECRETARY | NA | |
| Vitiello, Stephanie, Lynn | I | CHIEF COMPLIANCE OFFICER AND SECRETARY | NA | |
| Vitiello, Stephanie, Lynn | I | CHIEF COMPLIANCE OFFICER AND SECRETARY | NA | |
| WATERHOUSE, FRANK, GEORGE | I | TREASURER | NA | |
| NEXANNUITY HOLDINGS, INC. | DE | SOLE MEMBER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | SOLE MEMBER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | SOLE MEMBER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | SOLE MEMBER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | SOLE MEMBER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | SOLE MEMBER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | SOLE MEMBER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | SOLE MEMBER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | SOLE MEMBER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | SOLE MEMBER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | SOLE MEMBER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | SOLE MEMBER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | SOLE MEMBER | E | Control |
| NEXANNUITY HOLDINGS, INC. | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DONDERO, NANCY, MARIE | I | THE DUGABOY INVESTMENT TRUST | F | Control |
| DONDERO, NANCY, MARIE | I | THE DUGABOY INVESTMENT TRUST | F | Control |
| DONDERO, NANCY, MARIE | I | THE DUGABOY INVESTMENT TRUST | F | Control |
| DONDERO, NANCY, MARIE | I | THE DUGABOY INVESTMENT TRUST | F | Control |
| DONDERO, NANCY, MARIE | I | THE DUGABOY INVESTMENT TRUST | F | Control |
| DONDERO, NANCY, MARIE | I | THE DUGABOY INVESTMENT TRUST | F | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY HOLDINGS, INC. | E | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY HOLDINGS, INC. | E | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY HOLDINGS, INC. | E | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY HOLDINGS, INC. | E | Control |
| DONDERO, JAMES, DAVID | I | NEXANNUITY HOLDINGS, INC. | E | Control |
| THE DUGABOY INVESTMENT TRUST | DE | NEXANNUITY HOLDINGS, INC. | E | Control |
| THE DUGABOY INVESTMENT TRUST | DE | NEXANNUITY HOLDINGS, INC. | E | Control |
| THE DUGABOY INVESTMENT TRUST | DE | NEXANNUITY HOLDINGS, INC. | E | Control |
| THE DUGABOY INVESTMENT TRUST | DE | NEXANNUITY HOLDINGS, INC. | E | Control |
| THE DUGABOY INVESTMENT TRUST | DE | NEXANNUITY HOLDINGS, INC. | E | Control |
| THE DUGABOY INVESTMENT TRUST | DE | NEXANNUITY HOLDINGS, INC. | E | Control |
Registrations
Federal
IA
Nov 25, 2025 REGISTERED
Notice Filings (3)
AL CA TX
Address
300 CRESCENT CT.SUITE 700
DALLAS, TX 75201
United States
Phone: 214-550-8350