Nexbank Securities, Inc. is a related adviser based in Dallas. It manages $1.75 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Texas.
Nexbank Securities provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nexbank Securities, Inc. is $1.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Nexbank Securities, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Craig Lewis Campbell is high net worth individuals with 0 clients and $1.47 million of assets under management. Among the 5 most similar advisory firms, Nexbank Securities has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.75 million for 0 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Nexbank Securities doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Craig Lewis Campbell has been acting as President since 1 Mar 2014. Stacy Malinda Hodges joined the executive team most recently as the Finop.
The principal office where Nexbank Securities, Inc. performs its advisory services is located at 300 Crescent Court, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-419-2500. The normal business hours are 7am-6pm on Monday - Friday. You can find more information about the New York firm at nexbankwealth.com/.