Wealth Manager
    SEC Registered
    Manages Private Funds

    Newman Dignan & Sheerar, Inc

    Registered investment advisor · Providence, Rhode Island · CRD #107565

    Assets Under Management
    $731M
    Client Accounts
    1,182
    Employees
    9
    CRD Number
    107565
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Newman Dignan & Sheerar, Inc

    Founded in 1992, Newman Dignan & Sheerar, Inc. is an investment advisory firm offering services to individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm charges annual fees based on assets managed and does not use performance-based fees. It is registered with the SEC.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Newman Dignan & Sheerar, Inc

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    Frequently Asked Questions

    What is Newman Dignan & Sheerar, Inc's AUM?

    Newman Dignan & Sheerar, Inc reports approximately $731M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Newman Dignan & Sheerar, Inc headquartered?

    Newman Dignan & Sheerar, Inc is headquartered in Providence, Rhode Island.

    What is Newman Dignan & Sheerar, Inc's CRD number?

    Newman Dignan & Sheerar, Inc's CRD number is 107565. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Newman Dignan & Sheerar, Inc manage?

    Newman Dignan & Sheerar, Inc manages approximately 1,182 client accounts according to its latest SEC filing.

    Is Newman Dignan & Sheerar, Inc SEC registered?

    Yes, Newman Dignan & Sheerar, Inc is registered with the SEC as an investment adviser with an approved registration status.

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