Newman Ladd Capital Advisors, LLC. (Camillus)

Newman Ladd Capital Advisors, LLC. is a mid-sized advisory firm based in Camillus. It manages $77.23 million of regulatory assets for 327 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Florida and New York.

Newman Ladd Capital Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Newman Ladd Capital Advisors: assets under management

The assets under management (AUM) of Newman Ladd Capital Advisors, LLC. is $77.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $77.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $236.16 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 57% of the total AUM. The second-largest asset type is exchange traded securities, which make up 29% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Newman Ladd Capital Advisors, LLC. 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.

What kind of clients Newman Ladd Capital Advisors serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Newman Ladd Capital Advisors is individuals with 258 clients and $49.48 million of assets under management. Among the 1 most similar advisory firms, Newman Ladd Capital Advisors has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $77.23 million for 273 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.

Newman Ladd Capital Advisors doesn't advise any private funds.

Based in Camillus

The principal office where Newman Ladd Capital Advisors, LLC. performs its advisory services is located at 5100 West Genesee Street, Camillus, NY 13031, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.