Newman Ladd Capital Advisors, LLC.
● SEC registered since 2014CRD 129860SEC# 801-79297Camillus, NY
Reg. AUM
$108.1M
Employees
2
Accounts
362
Location
Camillus, NY
Newman Ladd Capital Advisors, LLC. assets under management
Newman Ladd Capital Advisors, LLC. is an SEC-registered investment adviser based in Camillus, NY. The firm has been registered since 2014. It reports $108.1 million in regulatory assets under management and employs 2 people.
Newman Ladd Capital Advisors, LLC. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew T Moen Control | Managing Director And Secretary | Over 75% | 2014 |
| Jack Austin Irwin | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Newman Ladd Capital Advisors, LLC. manage?
Newman Ladd Capital Advisors, LLC. reports $108.1 million in regulatory assets under management on its Form ADV.
How many employees does Newman Ladd Capital Advisors, LLC. have?
Newman Ladd Capital Advisors, LLC. reports 2 employees.
Where is Newman Ladd Capital Advisors, LLC. located?
Newman Ladd Capital Advisors, LLC. is based in Camillus, NY and has been SEC-registered since 2014.
Does Newman Ladd Capital Advisors, LLC. disclose fund performance?
Newman Ladd Capital Advisors, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5100 West Genesee Street, Camillus, NY 13031 |
| Phone | 315-299-8979 |
| Fax | 315-455-7150 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$108.1M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$108.1Mregulatory AUM
Discretionary $107.8MNon-discretionary $294K