NEWCOMB FINANCIAL ADVISORS, LLC

NEWCOMB FINANCIAL ADVISORS, LLC of CHAPEL HILL, NC is an SEC-registered investment adviser (CRD 155849). Regulatory assets under management: $15.7M.

Registration

• CRD: 155849
• Type: Registered investment adviser
• Location: 1340 ENVIRON WAY, SUITE 13402, CHAPEL HILL, NC, 27517
• Phone: 919-593-5545
• Latest filing: 2026-05-20
• Regulatory AUM: $15.7M
• Discretionary AUM: $15.7M
• Non-discretionary AUM: $35K
• Clients: 1
• Accounts: 33

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155849 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search