CRD: 148516
Newbury Capital Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2009
- Office Locations
- 2
Office Locations
About Newbury Capital Management, LLC
Newbury Capital Management is an employee-owned, independent investment advisory and wealth management firm serving high-net-worth families and institutional investors. The team builds equity and fixed income portfolios using proprietary research models, with an emphasis on risk management, unbiased portfolio construction, and ongoing planning. Offerings include dividend, global and select growth equity approaches, mutual fund strategies, and bond portfolios focused on investment-grade issues, with flexibility to hold cash and use hedging tactics; custody includes Schwab.
Reported data analysis
What the numbers show
Between March 12, 2025 and March 12, 2026, reported AUM increased 6.8%, from $144.4M to $154.1M.
Across 5 reported observations, AUM decreased 1.5% between March 21, 2022 and March 12, 2026, from $156.5M to $154.1M.
Of the latest reported AUM, 92.9% is discretionary and 7.1% is non-discretionary.
The firm reports 4 advisory representatives and 437 clients, or 109.3 clients per representative. That equates to $352.7K in reported AUM per client.
The profile lists 2 reported office locations and 17 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JON CHRISTOPHER LAM
Chief Compliance Officer, Chief Executive Officer, Managing Member, Principal
- CRD
- #1860840
- Ownership
- 25% but less than 50%
STUART MICHAEL SNEDDON
Chief Investment Officer, Managing Member
- CRD
- #2038208
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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KEITH DOUGLAS WEINBAUM
--
- CRD
- #4293482
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,190,300 | $591,695 |
| Non-Discretionary | $10,958,910 | $56,200 |
| Total | $154,149,210 | $352,744 |
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Separately Managed Accounts
SMA allocation detail is available
Newbury Capital Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.