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NEWCOMB FINANCIAL ADVISORS, LLC
CRD 155849
1340 ENVIRON WAY, SUITE 13402, CHAPEL HILL, NC, 27517, United States
Phone
919-593-5545
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.7M
Discretionary AUM
$15.7M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $2.7M |
| High net worth individuals | 9 | $13.0M |
All web addresses on file
Official SEC filing: View on IAPD