Newman Ladd Capital Advisors, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Newman Ladd Capital Advisors provides investment supervisory and portfolio management services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. Services include written investment recommendations, quarterly statements and reports, and periodic client meetings, with advisory fees billed as a percentage of assets under management.
The firm’s investment process draws on fundamental and cyclical methods to evaluate securities and construct portfolios, and it conducts ongoing account monitoring with formal reviews at least monthly and written quarterly performance reporting. Adviser custody, brokerage recommendations, and trade execution are guided by a best‑execution standard and the firm may consider research or other soft‑dollar benefits provided by recommended broker‑dealers.
A distinguishing feature is that firm principals maintain outside industry roles: a principal is licensed to practice law and other principals are registered representatives of a broker‑dealer (Leigh Baldwin & Co., LLC), and the brochure discloses that these representatives may offer commissionable investment products and document related conflicts of interest. The firm also discloses a past SEC disciplinary matter (a 2021 fine for failure to provide Form CRS), which is an atypical disclosure relative to many peers.
Client services
Expertise
Occupation focus
Fee options
$50,000 - $250,000: 1.5% Next $250,001 - $1,000,000: 1.25% Next $1,000,001 - $2,000,000: 1.00% Next $2,000,001 - $22,000,000: 0.75%
Commissions from sale of investment products are possible but are not the primary source of compensation.
Account minimum: $50,000
Main office
5100 West Genesee Street
Camillus NY 13031
Advisors at this office
2
Most active in
Florida · New York · Texas
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.
Lawyer
They provide legal services, typically billed separately.
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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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
Jack I
Series 66
Camillus, NY
Newman Ladd Capital Advisors, LLC.
Jack Irwin is a financial advisor at Newman Ladd Capital Advisors, LLC with a Series 66 designation and two years of industry experience. His prior experience includes roles at Deloitte and Leigh Baldwin & CO., LLC. Outside of his advisory work, he serves as a board member of the Notre Dame Club of Central New York/Syracuse and as treasurer on the board of Paige's Childhood Cancer Fund, a nonprofit organization. Newman Ladd Capital Advisors provides investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm uses fundamental and cyclical analysis in its investment process and typically manages client accounts on a discretionary basis with regular reviews and detailed reporting.
Andrew M
Series 63, Series 65
Camillus, NY
Newman Ladd Capital Advisors, LLC.
Andrew Moen is a financial advisor with Newman Ladd Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Newman Ladd Capital Advisors since 2005 and with Leigh Baldwin & Co., LLC since 2007. Outside of his advisory role, Moen is a partner at Moen & Thurston, a law firm. Newman Ladd Capital Advisors provides investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach uses fundamental and cyclical analysis, managing accounts primarily on a discretionary basis with regular reviews and detailed reporting.
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