A complete list of active advisors currently associated with Newman Ladd Capital Advisors, LLC.

Warmer can help you find a great advisor at Newman Ladd Capital Advisors, LLC. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Newman Ladd Capital Advisors, 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.