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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-20-2004
- Office Locations
- 1
Office Locations
About Newman Ladd Capital Advisors, Llc.
Newman Ladd Capital Advisors, Llc. is a Camillus-based RIA. The firm has been operating for 22 years. Managing $108.1M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Between January 27, 2025 and March 2, 2026, reported AUM increased 16.1%, from $93.1M to $108.1M.
Across 5 reported observations, AUM increased 13.1% between November 10, 2022 and March 2, 2026, from $95.6M to $108.1M.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 2 advisory representatives and 252 clients, or 126 clients per representative. That equates to $428.9K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Newman Ladd Capital Advisors, Llc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANDREW T MOEN
Director, MANAGING DIRECTOR, Secretary
- CRD
- #2954195
- Ownership
- 75% or more
Jack Austin Irwin
Chief Compliance Officer
- CRD
- #7829572
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,794,457 | $301,945 |
| Non-Discretionary | $293,646 | $58,729 |
| Total | $108,088,103 | $298,586 |
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Separately Managed Accounts
SMA allocation detail is available
Newman Ladd Capital Advisors, Llc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.