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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 214 | 206 | decreased by8 |
| Apr 1, 2026 | AUM | $93,081,057 | $108,088,103 | increased by$15,007,046 |
| Apr 1, 2026 | Accounts | 355 | 362 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 249 | 214 | decreased by35 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $95,561,489 | $93,081,057 | decreased by$2,480,432 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 349 | 355 | increased by6 |
| Aug 1, 2022 | Employees | 3 | 2 | decreased by1 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Clients | 326 | 249 | decreased by77 |
| Apr 1, 2022 | AUM | $107,027,623 | $95,561,489 | decreased by$11,466,134 |
| Apr 1, 2022 | Accounts | 407 | 349 | decreased by58 |
| Sep 1, 2021 | Employees | 0 | 3 | increased by3 |
| Sep 1, 2021 | Clients | 312 | 326 | increased by14 |
| Sep 1, 2021 | AUM | $94,216,773 | $107,027,623 | increased by$12,810,850 |
| Sep 1, 2021 | Accounts | 399 | 407 | increased by8 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEWMAN LADD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEWMAN LADD” 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.