Next Steps Advisors, Inc.

NEXT STEPS ADVISORS, INC. is an SEC-registered investment adviser in Bellevue, WA. Jake Smith is the sole employee and investment adviser. The firm manages...

Next Steps Advisors, Inc.

NEXT STEPS ADVISORS, INC. is an SEC-registered investment adviser in Bellevue, WA. Jake Smith is the sole employee and investment adviser. The firm manages approximately $43 million in regulatory assets.

linkedin.com/company/michaelkappes

General information

Firm type

Asset Manager

Who runs investment decisions at Next Steps Advisors, Inc.?

No named principals or investment professionals have been identified in public records for Next Steps Advisors. The firm does not appear to maintain a public website, LinkedIn profile, or media footprint, leaving its leadership structure unknown.

How does Next Steps Advisors source proprietary deal flow?

Without a public website, press releases, or media coverage, the firm's deal-sourcing methodology is unverifiable. It may operate through private networks or personal relationships, but no evidence of proprietary sourcing activity exists in public domain.

Is Next Steps Advisors structured as a single family office or a multi-family office?

Public records do not classify Next Steps Advisors as a family office of any type. The firm's corporate filing as 'Inc.' suggests a standard asset management or advisory structure, but the absence of disclosed beneficiary families or wealth origin prevents a definitive classification.

Does Next Steps Advisors participate in fund commitments or only direct deals?

Available public sources include no information about the firm's investment vehicle preferences. It is not possible to determine whether it commits to external funds, co-invests in direct deals, or uses other structures.

What investment stages does Next Steps Advisors typically target?

No investment stage preferences have been publicly reported. The firm's sector focus, stage appetite, and risk profile remain unobservable from the limited public record.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.