NEWMAN LADD CAPITAL ADVISORS, LLC.
  • NEWMAN LADD CAPITAL ADVISORS, LLC.

Adviser Profile

As of Date 03/02/2026
Registration SEC, Approved, 03/06/2014
Other registrations (2)
ADV Location CAMILLUS, NY, United States
Contact Info 315 xxxxxxx
AUM* 108,088,103 26%
of that, discretionary 107,794,457 26%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 298,586 34%
% High Net Worth 10.19% 40%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

108M 92M 77M 62M 46M 31M 15M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary