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Ronald B. White

NXT CAPITAL INVESTMENT ADVISERS
Dallas, TX 75201
Some features on this profile are disabled
CRD#: 6076664
RW

Professional summary

Ronald Barry White III, who also goes by R.b. White, Ronald Barry White, is a registered financial advisor currently at NXT CAPITAL INVESTMENT ADVISERS, LLC located in Dallas, Texas.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ronald has worked at 3 firms and has passed the Series 63, SIE, Series 79, Series 87, Series 86 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

R.b. White | Ronald Barry White

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Barry White III's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 31, 2018 - Present

NXT CAPITAL INVESTMENT ADVISERS, LLC

Office #1: 1717 Main Street, Dallas, TX 75201
RIA
CRD#: 160569
Dallas, TX
Past

December 1, 2015 - February 16, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
DALLAS, TX
Past

January 22, 2015 - October 6, 2015

SEAPORT GLOBAL SECURITIES LLC

BD
CRD#: 116270
HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NC
NXT CAPITAL INVESTMENT ADVISERS, LLC
NXT CAPITAL ASSET MANAGEMENT, LLC, RELYING ADVISER | NXT CAPITAL INVESTMENT ADVISERS, LLC

CRD#: 160569 / SEC#: 801-74046

RIA
Registered Investment Advisory firm - (3/14/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(10/31/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 1/30/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/16/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 12/8/2015
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 87
Date: 3/11/2015
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 86
Date: 2/20/2015
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 7
Date: 1/22/2015
General Securities Representative Examination

Current Firm

NC
NXT CAPITAL INVESTMENT ADVISERS, LLC
NXT CAPITAL ASSET MANAGEMENT, LLC, RELYING ADVISER | NXT CAPITAL INVESTMENT ADVISERS, LLC

CRD#: 160569 / SEC#: 801-74046

RIA
Registered Investment Advisory firm - (3/14/2012 Approved)
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Contact information

Main Address
191 North Wacker Drive Suite 2650, Chicago, IL 60606-1615
Mailing Address
Phone number
(312) 450-8000
Established
Firm type
Fiscal year end
# of Employees
273

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

NXT CAPITAL INVESTMENT ADVISERS, LLC DISCLOSURE BROCHURE 6_27_25 (6/27/2025)

Regulatory assets under management

Total Number of Accounts22
AUM (Assets Under Management)$ 6,476,978,907

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/30/2025
Cover Page
Report
09/26/2024
Cover Page
Report
07/27/2023
Cover Page
Report
10/26/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NXT CAPITAL INVESTMENT ADVISERS, LLC

CRD#: 160569Dallas, TX 75201

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