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NEWMAN DIGNAN & SHEERAR, INC
CRD 107565File 801-41412
APPROVED
Retail clients
Custody
Filing as of May 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$731.3M
Above cohort median (national)
Discretionary AUM
$720.4M
Non-discretionary $10.9M
Clients
536
1,182 accounts
Employees
9
Above cohort median in RI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 7, 1992
- Principal office
- 260 WEST EXCHANGE STREET, SUITE 302, PROVIDENCE, RI, 02903
- Phone
- 401-351-4010
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $731.3M
- Discretionary AUM
- $720.4M
- Non-discretionary AUM
- $10.9M
- Discretionary accounts
- 1,177
- Non-discretionary accounts
- 5
- Total accounts
- 1,182
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $1.7M |
| Charitable organizations | 8 | $36.9M |
| High net worth individuals | 249 | $617.1M |
| Pension and profit sharing plans | Fewer than 5 | $10.5M |
| Individuals (other than high net worth individuals) | 269 | $65.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.