RIA Intel›Advisers›North Carolina›NEWCOMB FINANCIAL ADVISORS, LLC

NEWCOMB FINANCIAL ADVISORS, LLC

Advisory

CHAPEL HILL, NC

Data as of May 20, 2026 · Source: SEC Form ADV

Average account
$476K
across 33 accounts
AUM per adviser
$16M
1 adviser

Source: SEC Form ADV. Figures as filed May 20, 2026.

Total AUM
$16M
Discretionary %
99.8%
Clients
17
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$16M
Discretionary AUM$16M
Non-Discretionary AUM$35K
Discretionary %99.8%
Total Clients17
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

QUARTERMASTER WEALTH MANAGEMENT, LLC
CHARLOTTE, NC
$15M
-8.9% 1Y
LEEP ASSET MANAGEMENT, LLC
CHARLOTTE, NC
$16M
BRECKEN CAPITAL ADVISORS, LLC
$15M
ESTEP CAPITAL MANAGEMENT
$15M
+200.0% 1Y
UNIVERSITY FINANCIAL STRATEGIES, LLC.
RALEIGH, NC
$15M
WMC CAPITAL MANAGEMENT, LLC
CONCORD, NC
$16M

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