# Newman Ladd Capital Advisors

Newman Ladd Capital Advisors is a Bank / Wealth / Trust based in Camillus, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Camillus, United States
- **Region:** North America
- **Address:** Camillus, NY, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** newmanladd.com

## Regulatory record

- **CRD number:** 129860
- **SEC file number:** 801-79297
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-02T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129860

## About

Newman Ladd Capital Advisors is an SEC-registered investment adviser in Camillus, NY, registered since 2014. The firm manages $108 million in assets on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### What services does Newman Ladd Capital Advisors provide?

The firm offers investment advisory and wealth management services, including portfolio construction, retirement planning, and financial planning for individual clients and families.

### Where does Newman Ladd Capital Advisors source its clients?

The firm serves clients primarily in the Central New York region, operating from its single office in Camillus, a suburb of Syracuse. Its client base is built through local relationships rather than a national platform.

### How is Newman Ladd Capital Advisors regulated?

As a registered investment advisor, Newman Ladd is regulated by the SEC or the New York State Attorney General's office, depending on its regulatory assets under management threshold. Its Form ADV, filed with regulators, contains detailed information on services, fees, and any disciplinary history.

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Last updated: 2026-06-03T20:00:00.000Z

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