Newman Dignan & Sheerar, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Providence, RI. Its latest Form ADV filing, dated April 1, 2026, reports $731M in regulatory assets under management, 9 employees, 2 offices, and 1,182 accounts.
Assets Under Management
$731M
Employees
9
Offices
2 offices
Total Clients
536
Primary office
PROVIDENCE, RI
260 WEST EXCHANGE STREET, SUITE 302, PROVIDENCE, RI, United States
Top client segmentIndividuals represent 50.2% of total clients.
Top client categories% of clientsClients
1
Individuals
50.2%
269
2
HNWI
46.5%
249
3
Charitable
1.5%
8
4
Corporations
1.1%
6
5
Pension Plans
0.7%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$731Mas of April 1, 2026
Discretionary98.5%
$720M
99% of total RAUM98.5%
Non-discretionary1.5%
$11M
1% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$731M
Total Accounts1,182
10Y AUM Change+$338M (+85.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee60:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.