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NEWMAN LADD CAPITAL ADVISORS, LLC.
CRD 129860 · SEC 801-79297
5100 WEST GENESEE STREET, CAMILLUS, NY, 13031, United States
Phone
315-299-8979
Fax
315-455-7150
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$108.1M
Discretionary AUM
$107.8M
Team
2 total employees; 2 advisory reps; 46 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 185 | $70.6M |
| High net worth individuals | 21 | $37.5M |
States served
NY, TX, FL
Official SEC filing: View on IAPD