NEWCOMB FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- CHAPEL HILL, North Carolina
- CRD number
- 155849
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.82%
- Individuals17.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Newcomb Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and offers financial planning and portfolio management services for individuals and small businesses. Its client billing includes a percentage-of-AUM component as well as hourly and fixed-fee arrangements. The firm does not position itself as an ESG investor, is not a multi-state adviser, and does not identify as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Non-Exchange Traded Equities32%
- Cash & Cash Equivalents1%
Contacts
1 of 1WILLIAM NEWCOMB
PrincipalCRD 5641873
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHAPEL HILL, NC
ORANGE
Location
CHAPEL HILL, NC
Headquartered in CHAPEL HILL, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- ORANGE
- Address
- 1340 Environ Way
- Time zone
- ET (UTC-5)
- Office locations
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