Newman Dignan & Sheerar, Inc
● SEC registered since 1992CRD 107565SEC# 801-41412Providence, RI
Reg. AUM
$731.3M
Employees
9
Accounts
1,182
Location
Providence, RI
About Newman Dignan & Sheerar
Newman Dignan & Sheerar is associated with NDS Wealth Advisors, an independent, employee-owned SEC-registered wealth management firm. It provides fiduciary planning and investment management for individuals, families, trusts, estates, endowments, and corporate and nonprofit organizations without proprietary products.
Summary based on the firm’s website.
Newman Dignan & Sheerar, Inc assets under management
Newman Dignan & Sheerar, Inc is an investment advisory firm registered with the SEC based in Providence, RI. The firm has been registered since 1992. It reports $731.3 million in regulatory assets under management and employs 9 people.
Newman Dignan & Sheerar, Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Paul Sheerar Control | Vice President And Principal | 25-50% | 1997 |
| Richard Edward Cavanagh Control | Chief Compliance Officer | Under 5% | 2023 |
| William Newman Control | President And Principal | 50-75% | 1992 |
Frequently asked questions
How much does Newman Dignan & Sheerar, Inc manage?
Newman Dignan & Sheerar, Inc reports $731.3 million in regulatory assets under management on its Form ADV.
How many employees does Newman Dignan & Sheerar, Inc have?
Newman Dignan & Sheerar, Inc reports 9 employees.
Where is Newman Dignan & Sheerar, Inc located?
Newman Dignan & Sheerar, Inc is based in Providence, RI and has been SEC-registered since 1992.
Does Newman Dignan & Sheerar, Inc disclose fund performance?
Newman Dignan & Sheerar, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 260 West Exchange Street, Suite 302, Providence, RI 02903 |
| Phone | 401-351-4010 |
| Fax | 401-351-4011 |
| Office hours | 8:00 - 4:30 |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1566493 |
| Discloses disciplinary history | No |
Regulatory AUM
$731.3M▲ 9%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,369 advisers
EmployeesTop 43%
More than 57% of 16,804 advisers
Assets under management
$731.3Mregulatory AUM
Discretionary $720.4MNon-discretionary $10.9M