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NEW CENTURY ADVISORS, LLC
CRD 122478File 801-61423
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.