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NEW CENTURY ADVISORS, LLC
CRD 122478File 801-61423
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.31B
Top 25% of cohort (national)
Discretionary AUM
$4.31B
Clients
42
42 accounts
Employees
18
Top 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 22, 2002
- Principal office
- 2 WISCONSIN CIRCLE, SUITE 940, CHEVY CHASE, MD, 20815
- Phone
- 240-395-0550
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.31B
- Discretionary AUM
- $4.31B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 42
- Non-discretionary accounts
- 0
- Total accounts
- 42
- AUM per client
- $102.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $57.3M |
| Non-U.S. persons | 2 | $291.6M |
| Charitable organizations | 11 | $1.02B |
| High net worth individuals | 7 | $3.8M |
| Pooled investment vehicles | 3 | $213.4M |
| Pension and profit sharing plans | 5 | $608.2M |
| State or municipal government entities | 10 | $2.11B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FEE FOR MODEL PORTFOLIO DELIVERY (NON-DISCRETIONARY)
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 20 | 18 | decreased by2 |
| Apr 1, 2026 | Clients | 40 | 42 | increased by2 |
| Apr 1, 2026 | AUM | $3,970,937,921 | $4,308,137,084 | increased by$337,199,163 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 20 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 29 | 40 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,237,005,092 | $3,970,937,921 | increased by$733,932,829 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 29 | 42 | increased by13 |
| Apr 1, 2022 | Clients | 28 | 29 | increased by1 |
| Apr 1, 2022 | AUM | $3,211,653,748 | $3,237,005,092 | increased by$25,351,344 |
| Apr 1, 2022 | Accounts | 28 | 29 | increased by1 |
| Nov 1, 2021 | Employees | 13 | 14 | increased by1 |
| Nov 1, 2021 | Clients | 19 | 28 | increased by9 |
| Nov 1, 2021 | AUM | $1,892,227,300 | $3,211,653,748 | increased by$1,319,426,448 |
| Nov 1, 2021 | Accounts | 24 | 28 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEW CENTURY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEW CENTURY” may also match similarly-named firms). Confirm identity against each filing.
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.