Newman Ladd Capital Advisors, LLC
Newman Ladd Capital Advisors, LLC is an SEC-registered mass-market adviser in Camillus, NY with $108.1M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Newman Ladd Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129860, SEC 801-79297, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $108.1M (2026-03-02)
- Firm type
- Mass-Market Adviser
- Location
- Camillus, NY
- Employees
- 2
- Clients
- 206
- CRD
- 129860
- Ownership
- MOEN, ANDREW, T; MCCARTHY, JAMES, FRANCIS; PARKIN, DANIEL, ALFRED; MILLS, ROBERT, PAUL; Irwin, Jack, Austin
How much AUM does Newman Ladd Capital Advisors, LLC have?
Newman Ladd Capital Advisors, LLC reported $108.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Newman Ladd Capital Advisors, LLC?
Disclosed owners and executives of Newman Ladd Capital Advisors, LLC include MOEN, ANDREW, T, MCCARTHY, JAMES, FRANCIS, PARKIN, DANIEL, ALFRED, MILLS, ROBERT, PAUL, Irwin, Jack, Austin. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.