# Next Steps Advisors, Inc.

Next Steps Advisors, Inc. is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/michaelkappes

## Regulatory record

- **CRD number:** 301389
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301389

## About

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

## Questions

### 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/next-steps-advisors-inc

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