Newman Dignan & Sheerar, Inc
Firm details
- Headquarters
- Providence, Rhode Island
- CRD number
- 107565
- Registered since
- May 7, 1992
- Website
- www.newmandignan.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI84.38%
- Individuals8.9%
- Charitable Organizations5.05%
- Pension & Profit Sharing Plans1.43%
- Corporations / Businesses0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Newman Dignan & Sheerar, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and in business since 1992. The firm serves both individual/family clients and institutional accounts and offers a mix of financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting services. Fee arrangements include AUM-based fees as well as hourly, fixed, and other fee structures. Newman Dignan & Sheerar reports being an active ESG investor and does not operate as a capital allocator; instead it implements client strategies across public markets and selected third‑party alternatives.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities28%
- Cash & Cash Equivalents9%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
3 of 6John Sheerar
PrincipalCRD 4366716
Edward Buxton
PrincipalCRD 4549995
William Newman
Principal & Co-FounderCRD 2204538
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 96Active vs passive
$346M in ETFs
65%
$223M
34%
$123M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $45.9M | 1,559,413 | 13.27% |
Location
Providence, RI
Providence
Location
Providence, RI
Headquartered in Providence, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Providence
- Address
- 260 W Exchange St
- Time zone
- ET (UTC-5)
- Office locations
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