Newbury Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$145,101,646
Clients
430
Advisors
4
across 2 offices
About
Newbury Capital Management serves individual and high‑net‑worth clients, as well as trusts, retirement plans and business entities, through discretionary and non‑discretionary asset management and retirement plan consulting. The firm manages a multi‑hundred‑million dollar portfolio for several hundred accounts and provides tailored portfolios that may include individual stocks, bonds, ETFs, options, mutual funds and certain private investments.
The firm emphasizes continuous portfolio supervision and individualized asset allocation, using fundamental, technical and quantitative analysis to construct and rebalance accounts at least quarterly. Newbury typically implements percentage‑of‑assets advisory arrangements and generally does not permit broad client‑imposed security restrictions, while retaining the ability to use cash, cash equivalents and margin where appropriate.
A relatively uncommon feature for a firm of this size is that one or more supervised persons maintain securities and insurance licenses with an affiliated broker‑dealer and may offer commissionable insurance or securities products, which can create potential conflicts of interest even though the firm itself does not sell commission securities as an entity. The firm also provides ongoing retirement plan consulting and acknowledges ERISA fiduciary responsibilities for plan engagements, and it recommends a single major custodian while disclosing receipt of certain custodial‑provided services that may benefit the firm.
Client services
Expertise
Fee options
$750 to $10,000 flat fee for Retirement Plan Consulting
$0 - $999,999.99: 1.500% (Common Stock) $1,000,000+: 1.000% (Common Stock) $0 - $249,999.99: 0.625% - $0 to $499,999.99 (Fixed Income) [Note: tiers appear to overlap, see below] $250,000 - $499,999.99: 0.625% (Fixed Income) $1,000,000 - $2,499,999.99: 0.750% (Fixed Income) $5,000,000+: 0.500% (Fixed Income) $0 - $100,000: 1.500% (Mutual Fund - Equity) $100,000 - $199,999.99: 1.375% (Mutual Fund - Equity) $200,000 - $299,999.99: 1.250% (Mutual Fund - Equity) $300,000+: 1.000% (Mutual Fund - Equity) $0 - $100,000: 1.000% (Mutual Fund - Fixed Income) $100,000 - $199,999.99: 0.875% (Mutual Fund - Fixed Income) $200,000 - $299,999.99: 0.750% (Mutual Fund - Fixed Income) $300,000+: 0.500% (Mutual Fund - Fixed Income)
Up to $250/hour for Retirement Plan Consulting
Fee-only: Retirement Plan Consulting fees: hourly up to $250/hour, flat fees $750 to $10,000, or percentage of plan assets up to 1.50%
Main office
See office812 Fremont Ave., Suite 101
South Pasadena CA 91030
Advisors at this office
3
Offices (2)
Most active in
California · Colorado · Texas · Washington
Also doing business as
Camden Financial Planning, Inc · Newbury Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Stuart S
CFA®
South Pasadena, CA
Newbury Capital Management, LLC
Stuart Sneddon is a CFA® charterholder with 28 years of industry experience. He has been with Newbury Capital Management, LLC since 2009, where he is part of a four-advisor team. The firm provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. Newbury Capital Management manages approximately $144 million across about 399 client relationships, offering discretionary and non-discretionary asset management with a range of investment strategies including fundamental, technical, and quantitative analysis.
Keith W
Series 63, Series 65
Roseville, CA
Newbury Capital Management, LLC
Keith Weinbaum is a financial advisor at Newbury Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbury since 2019, with prior experience at Dale Investment Company. Outside of his advisory role, he is involved as an assistant manager and partner in managing several shopping mall properties in Michigan, overseeing tenant relations and renovation projects. Newbury Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm employs a mix of fundamental, technical, and quantitative analysis to build portfolios from a broad range of securities, offering both discretionary and non-discretionary management with regular monitoring and formal quarterly reviews.
Edward B
Series 66
South Pasadena, CA
Newbury Capital Management, LLC
Edward Barnett II is a financial advisor with Newbury Capital Management, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Newbury Capital Management since 2009. Outside of his advisory role, he is an investor and owner in a restaurant business. Newbury Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $144 million across roughly 399 client relationships, offering a range of portfolio strategies that include individual securities and funds, with regular monitoring and both discretionary and non-discretionary account management.
Jon L
Series 63
South Pasadena, CA
Newbury Capital Management, LLC
Jon Lam is a financial advisor with Newbury Capital Management, LLC in South Pasadena, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Newbury Capital Management since 2009. Newbury Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $144 million across 399 client relationships using a variety of investment strategies and offers both discretionary and non-discretionary asset management, as well as retirement plan consulting for employer plan sponsors.
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