Newman Ladd Capital Advisors, LLC
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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 with Newman Ladd Capital Advisors, LLC and holds a Series 66 designation. He has two years of industry experience and has worked in various roles including tax preparation and administrative capacities at Moen & Thurston. Irwin serves on the boards of the Notre Dame Club of Central New York/Syracuse and Paige's Childhood Cancer Fund, where he acts as treasurer. Newman Ladd Capital Advisors provides investment supervisory and portfolio management services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm employs fundamental and cyclical methods in portfolio construction and maintains ongoing monitoring with regular client reporting.
Andrew M
Series 63, Series 65
Camillus, NY
Newman Ladd Capital Advisors, LLC
Andrew Moen is a financial advisor at Newman Ladd Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Leigh Baldwin & Co., LLC since 2007. Outside of his advisory role, Moen is a partner at Moen & Thurston, a law firm, where he works up to 80 hours per month. Newman Ladd Capital Advisors offers investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental and cyclical methods for securities evaluation, conducts ongoing account monitoring, and provides regular performance reporting.
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