A complete list of active advisors currently associated with Newgrange Asset Management LLC

Warmer can help you find a great advisor at Newgrange Asset Management LLC or one who fits your needs even better.

Newgrange Asset Management LLC is a fee‑only, state‑registered investment adviser that provides portfolio management and financial planning to individual and high‑net‑worth clients. The firm advises across mutual funds, equities, fixed income, ETFs, options and real estate funds and reports approximately $25 million in assets under management. The firm prepares an Investment Policy Statement for each client and applies a mix of fundamental and technical analysis to implement long‑term and options trading strategies, including covered, uncovered and spread option positions. Newgrange offers both discretionary and non‑discretionary services, though only about $8 million of its $25 million in AUM is managed on a discretionary basis, and clients receive custodian statements at least quarterly. Noteworthy aspects of the firm include its emphasis on primarily non‑discretionary relationships—clients commonly retain trade approval—and its stated practice of not aggregating or block‑trading orders for multiple client accounts, which can affect execution and pricing. The firm also maintains a $500,000 account minimum and a concentrated client base while employing higher‑risk option strategies, which may shape the suitability profile for prospective clients.

To learn more about the advisors currently working at Newgrange Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Paul Lehman	Strongsville, OH	13

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