N
CRD: 155849
Newcomb Financial Advisors, LLC
$15.7M Total AUM
$15.7M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
15 yrs Firm Age
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- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-03-2010
- Office Locations
- 1
Office Locations
1340 Environ WAY, Suite 13402 Chapel Hill NC
About Newcomb Financial Advisors, LLC
Newcomb Financial Advisors, LLC is a Chapel Hill-based RIA. The firm has been operating for 15 years. Managing $15.7M in total assets under management, with 1 advisory representatives. They custody assets with Trade-PMR and Wells Fargo. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$15.7M AVG AUM / ADVISOR
$923.3K AVG AUM / CLIENT
15.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Summit Catalyst
Investment Themes
Ember Prime
Investment Vehicles
Delta
Services
Crest focus Pioneer optima Catalyst Foundation ember Ember Crest ember
Owner & Executives
WILLIAM H NEWCOMB
Principal
- CRD
- #5641873
- Ownership
- 75% or more
(303) 957-6429
pioneer.vertex@radialcapital.com
in linkedin.com/in/horizon-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,661,545 | -- |
| Non-Discretionary | $34,934 | -- |
| Total | $15,696,479 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,696,479
Equity - Exchange:
12.7% Equity - OTC:
43.0% Cash:
44.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $195,866,484 | 12.7% |
| Equity - OTC | $663,169,987 | 43.0% |
| Cash | $683,219,312 | 44.3% |
| Total | $1,542,255,783 | 100.0% |