Newman Ladd Capital Advisors, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$108,088,103
Total clients
206
10% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
103
Average account size
$524,700
About
Newman Ladd Capital Advisors provides investment supervisory and portfolio management services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. Services include written investment recommendations, quarterly statements and reports, and periodic client meetings, with advisory fees billed as a percentage of assets under management.
The firm’s investment process draws on fundamental and cyclical methods to evaluate securities and construct portfolios, and it conducts ongoing account monitoring with formal reviews at least monthly and written quarterly performance reporting. Adviser custody, brokerage recommendations, and trade execution are guided by a best‑execution standard and the firm may consider research or other soft‑dollar benefits provided by recommended broker‑dealers.
A distinguishing feature is that firm principals maintain outside industry roles: a principal is licensed to practice law and other principals are registered representatives of a broker‑dealer (Leigh Baldwin & Co., LLC), and the brochure discloses that these representatives may offer commissionable investment products and document related conflicts of interest. The firm also discloses a past SEC disciplinary matter (a 2021 fine for failure to provide Form CRS), which is an atypical disclosure relative to many peers.
Client services
Expertise
Occupation focus
Fee options
$50,000 - $250,000: 1.5% Next $250,001 - $1,000,000: 1.25% Next $1,000,001 - $2,000,000: 1.00% Next $2,000,001 - $22,000,000: 0.75%
Commissions from sale of investment products are possible but are not the primary source of compensation.
Account minimum: $50,000
Main office location
Newman Ladd Capital Advisors, LLC.
5100 West Genesee Street
Camillus NY 13031, United States
Number of offices
2
Most active in
Florida · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
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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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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