L
Ladd Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$176,584,800
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
69
55% high-net worth
Total advisors
1
Firm size
Independent
1 advisor
Average clients per advisor
69
Average account size
$2,559,200
About
Ladd Capital Management, LLC provides fee‑only investment management to a mix of clients that includes individuals, banks, investment companies, pension and profit‑sharing plans, trusts, estates and charitable organizations. As of 12/31/2025 the firm reports managing roughly $176.6 million for about 73 client relationships, with assets managed on both discretionary and non‑discretionary bases.
The firm tailors asset mixes to client objectives, risk tolerance, income needs and time horizon and uses a range of security analysis methods, including fundamental, technical, charting and cyclical analysis, supported by third‑party research sources. Its stated investment practices avoid leveraged or inverse ETFs and emphasize conventional instruments such as equities, fixed income and mutual funds/ETFs.
Founded in 1974, the firm is longer established than many peers and is not a solo practitioner despite its relatively small client base, with multiple investment professionals involved in account reviews and compliance oversight. It is strictly fee‑only, does not accept commissions or soft‑dollar products, and includes charitable organizations among its client types — a practice that is relatively uncommon for firms in its peer group.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000, negotiable Fee-only: Fee-only investment management, no commissions accepted
Main office location
Ladd Capital Management LLC
110 Whitney Ave
New Haven CT 06510, United States
Number of offices
2
Most active in
Ladd Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · Florida · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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