# NEWMAN LADD CAPITAL ADVISORS, LLC.

NEWMAN LADD CAPITAL ADVISORS, LLC. of CAMILLUS, NY is an SEC-registered investment adviser.

## Registration

- CRD: 129860
- Type: SEC-registered investment adviser
- SEC file number: 801-79297
- Location: 5100 WEST GENESEE STREET, CAMILLUS, NY, 13031
- Phone: 315-299-8979
- Latest filing: 2026-03-02
- Regulatory AUM: $108.1M
- Discretionary AUM: $107.8M
- Non-discretionary AUM: $294K
- Clients: 2
- Accounts: 362

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Andrew T Moen | MANAGING DIRECTOR AND SECRETARY | — |
| Jack Austin Irwin | CHIEF COMPLIANCE OFFICER | — |
| MCCARTHY TIMOTHY FRANCIS | SECRETARY/TREASURER; VICE PRESIDENT & SECRETARY | — |
| MILLS ROBERT PAUL | CHIEF COMPLIANCE OFFICER | — |
| MOEN ANDREW T | CHIEF COMPLIANCE OFFICER; PRESIDENT & SECRETARY; VICE PRESIDENT | — |
| PARKIN DANIEL ALFRED | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2021-03-30 | regulatory | NEWMAN LAND CAPITAL ADVISORS LLC FAILED TO COMPLY AND WILLFULLY VIOLATED SECTION 204 OF THE ADVISORS ACT AND RULES 204-4 AND 204-5 THEREUNDER BY FAILING TO PROVIDE CLIENTS WITH THE FORM CRS. | Final | $25K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129860/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129860/similar
- Related entities: https://search.stillhousedata.com/firm/129860/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129860

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.