NEWMAN LADD CAPITAL ADVISORS, LLC.
CRD #129860 SEC #801-79297 CAMILLUS, NY 315-299-8979
SEC Registered
Total AUM
$93.1M
Discretionary
$92.8M
Employees
2
Clients
101
Accounts
355
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $93.1M | $92.8M | $264.6K | 2 | 0 |
| Apr 2024 | $85.9M | $85.6M | $238.5K | 2 | 0 |
| Feb 2024 | $85.9M | $85.6M | $238.5K | 2 | 0 |
| Jan 2024 | $71.2M | $70.9M | $292K | 2 | 0 |
| Jan 2023 | $71.2M | $70.9M | $292K | 2 | 0 |
| Nov 2022 | $95.6M | $95.6M | $0 | 2 | 0 |
| Jul 2022 | $95.6M | $95.6M | $0 | 2 | 0 |
| Jul 2022 | $95.6M | $95.6M | $0 | 2 | 0 |
| Jun 2022 | $95.6M | $95.6M | $0 | 3 | 0 |
| May 2022 | $95.6M | $95.6M | $0 | 3 | 0 |
| Mar 2022 | $95.6M | $95.6M | $0 | 3 | 0 |
| Dec 2021 | $107M | $107M | $0 | 3 | 0 |
| Aug 2021 | $107M | $107M | $0 | 3 | 0 |
| Jun 2021 | $94.2M | $94.2M | $0 | 0 | 0 |
| Mar 2021 | $94.2M | $94.2M | $0 | 0 | 0 |
| Mar 2020 | $94.2M | $94.2M | $0 | 0 | 0 |
| Mar 2019 | $77.2M | $77.2M | $0 | 0 | 0 |
| Feb 2018 | $84M | $84M | $0 | 0 | 0 |
| Feb 2017 | $74M | $74M | $0 | 0 | 300 |
| Mar 2016 | $60.7M | $0 | $60.7M | 0 | 300 |
| Mar 2015 | $59.7M | $0 | $59.7M | 0 | 300 |
| Feb 2014 | $54M | $0 | $54M | 0 | 200 |
DateJan 2025
Total AUM$93.1M
Discretionary$92.8M
Non-Disc.$264.6K
Employees2
Clients0
DateApr 2024
Total AUM$85.9M
Discretionary$85.6M
Non-Disc.$238.5K
Employees2
Clients0
DateFeb 2024
Total AUM$85.9M
Discretionary$85.6M
Non-Disc.$238.5K
Employees2
Clients0
DateJan 2024
Total AUM$71.2M
Discretionary$70.9M
Non-Disc.$292K
Employees2
Clients0
DateJan 2023
Total AUM$71.2M
Discretionary$70.9M
Non-Disc.$292K
Employees2
Clients0
DateNov 2022
Total AUM$95.6M
Discretionary$95.6M
Non-Disc.$0
Employees2
Clients0
DateJul 2022
Total AUM$95.6M
Discretionary$95.6M
Non-Disc.$0
Employees2
Clients0
DateJul 2022
Total AUM$95.6M
Discretionary$95.6M
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$95.6M
Discretionary$95.6M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$95.6M
Discretionary$95.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$95.6M
Discretionary$95.6M
Non-Disc.$0
Employees3
Clients0
DateDec 2021
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$94.2M
Discretionary$94.2M
Non-Disc.$0
Employees0
Clients0
DateMar 2021
Total AUM$94.2M
Discretionary$94.2M
Non-Disc.$0
Employees0
Clients0
DateMar 2020
Total AUM$94.2M
Discretionary$94.2M
Non-Disc.$0
Employees0
Clients0
DateMar 2019
Total AUM$77.2M
Discretionary$77.2M
Non-Disc.$0
Employees0
Clients0
DateFeb 2018
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees0
Clients0
DateFeb 2017
Total AUM$74M
Discretionary$74M
Non-Disc.$0
Employees0
Clients300
DateMar 2016
Total AUM$60.7M
Discretionary$0
Non-Disc.$60.7M
Employees0
Clients300
DateMar 2015
Total AUM$59.7M
Discretionary$0
Non-Disc.$59.7M
Employees0
Clients300
DateFeb 2014
Total AUM$54M
Discretionary$0
Non-Disc.$54M
Employees0
Clients200