New Albany Capital Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$88,349,862
Total clients
18
39% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$4,908,326
About
New Albany Capital Partners is an independent registered investment adviser that provides discretionary portfolio management for individuals (including high-net-worth clients) and non-profit or institutional entities, and offers non‑discretionary advisory and consulting for defined contribution plans. The firm manages roughly $88 million across 18 client relationships, including a single charitable organization that accounts for a material share of assets.
The firm describes a value‑oriented investment approach that emphasizes fundamental analysis, core allocations to ETFs and select listed equities, and fixed‑income selection guided by relative credit spreads and published ratings. For certain separately managed accounts the firm implements option strategies, margin and other derivative instruments as hedges or tactical tools, which requires advanced account permissions and carries additional execution and liquidity considerations.
Distinctive features relative to many solo independent advisers include active management for institutional and charitable clients and the provision of pension consulting and plan advisory services, including experience with public‑sector arrangements. The firm is operated by a single investment professional who holds the CFA charter and combines customized portfolio construction with the operational ability to use derivatives and leverage when client mandates permit.
Client services
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Passive / index investing
Active portfolio management
Occupation focus
Retired
Fee options
$0 - $250,000: 1.75% annually $250,000 - $500,000: 1.5% annually $500,000 - $1,000,000: 1.25% annually $1,000,000+: 0.75% annually
Most active in
New Albany Capital Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio · South Carolina
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.
Forms ADV
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