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NEWMAN LADD CAPITAL ADVISORS, LLC.
CRD 129860File 801-79297
APPROVED
Retail clients
Disclosure events
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$108.1M
Bottom 25% of cohort (national)
Discretionary AUM
$107.8M
Non-discretionary $294K
Clients
206
362 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 6, 2014
- Principal office
- 5100 WEST GENESEE STREET, CAMILLUS, NY, 13031
- Phone
- 315-299-8979
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $108.1M
- Discretionary AUM
- $107.8M
- Non-discretionary AUM
- $294K
- Discretionary accounts
- 357
- Non-discretionary accounts
- 5
- Total accounts
- 362
- AUM per client
- $525K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $37.5M |
| Individuals (other than high net worth individuals) | 185 | $70.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 11- Q11C2
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.