NEWMAN LADD CAPITAL ADVISORS, LLC.

Overview

Newman Ladd Capital Advisors, LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2014. The firm is owner-managed and focuses on individuals and families, charging fees based on a percentage of assets under management. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses. In addition to its advisory role, the firm also operates as a registered representative of a broker-dealer and as an insurance broker. Newman Ladd is not positioned as a capital allocator, does not identify as an active ESG investor, and does not function as a pension consultant or multi-state adviser. The firm lists an industry affiliation with a law firm.

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