New World Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
New World Advisors reports 105 clients. They include 105 high-net-worth individuals. Of its assets, 99.2% ($878M across 497 accounts) are managed with discretion; $6.92M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 99% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 105 | $877M | 99.1% | $8.35M |
| Pension and profit-sharing plans | Fewer than 5 | $6.92M | 0.8% | — |
| Charitable organizations | Fewer than 5 | $1.06M | 0.1% | — |
| Total | 105 | $885M | 100% | — |
- Clients
- 105
- Regulatory AUM
- $877M
- AUM share
- 99.1%
- Avg. per client
- $8.35M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.92M
- AUM share
- 0.8%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.06M
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 105
- Regulatory AUM
- $885M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
New World Advisors charges 0.50%–2.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is offered on a fixed fee negotiated for each engagement, with an estimate of total cost provided before the work starts.
New World Advisors Management, LLC owns 75% or more of New World Advisors and is in turn owned by Christopher Cabral (25–50%) and John Fasciano (25–50%). The leadership team of New World Advisors includes Chief Investment Officer Christopher Cabral. It has 5 employees, 2 of them in advisory roles.
Leadership
Christopher CabralPartner, Chief Investment Officer, and Chief Compliance Officer
John FascianoPartner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- 1 soliciting firm
- Owns 75% or more of New World Advisors LLC
New World Advisors Management, LLC
Control person · since April 2018
- Owns 25% to 50% of New World Advisors Management, LLC
Christopher Cabral
Control person · since August 2018
- Owns 25% to 50% of New World Advisors Management, LLC
John Fasciano
Control person · since July 2018
- Owns 75% or more of New World Advisors LLC
New World Advisors
Control person · since April 2018
- Owns 5% to 10% of New World Advisors LLC
New World Financial Holdings,
since March 2018
New World Advisors’ regulatory assets grew 2.9× from $304M (June 2021) to $885M (April 2026); clients rose from 52 to 105 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $885M | 105 | 5 | 1 |
| May 2025 | $723M | 102 | 5 | 1 |
| February 2024 | $549M | 100 | 5 | 1 |
| March 2023 | $453M | 82 | 5 | 1 |
| June 2022 | $436M | 71 | 5 | 1 |
| June 2021 | $304M | 52 | 5 | 1 |
Besides its headquarters, New World Advisors has 0 offices, with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 350 Lincoln Street, Suite 1100, HinghamHQ
Contact and registration details
- Legal name
- New World Advisors LLC
- Headquarters
- 350 Lincoln Street, Suite 1100, Hingham, MA 02043
- Website
- newworldadvisors.com
- Phone
- 781-749-6922
- @new-world-advisors
- SEC file
- 801-113314
- Structure
- Delaware LLC
- Fiscal year end
- December
New World Advisors uses Fiduciary Trust ($474M, 55%) and Charles Schwab ($387M, 45%) as custodians for its separately managed accounts. New World Advisors has custody of $97.9M in client assets for 32 clients.
- Fiduciary TrustFiduciary Trust Company · Boston, MA · $474M55%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $387M45%
At year end, New World Advisors’ separately managed accounts were mostly in stocks (69%) and funds (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $588M across 125 positions; the largest are TJX Cos Inc. New (71.0%), iShares TR (9.9%) and Baillie Gifford ETF TR (1.7%).
What the accounts hold
- Stocks69%
- Funds18%
- Cash4%
- Other9%
- Private equity, private credit, private real estate, and venture capital limited partnerships9%
Reported 13F holdings
- $588M
- Reported 13F value
- 125
- Positions
- 90.3%
- In the 10 largest
- +3.4%
- Value vs. prior quarter
- TJX Cos Inc. New71.0%
- iShares TR · Core S&P500 ETF9.9%
- Baillie Gifford ETF TR · Intl Concntr Grw1.7%
- Apple Inc.1.7%
- Nvidia Corporation1.4%
- iShares TR · Core S&P Scp ETF1.4%
- iShares TR · Eafe Value ETF1.1%
- Microsoft Corp.0.8%
- Amazon Com Inc.0.8%
- Alphabet Inc. · Cap Stk CL A0.6%
Together, the ten largest are 90.3% of reported value.
How many clients does New World Advisors have?
New World Advisors has 105 clients and manages $885 million for them, as of April 2026. They include 105 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 April 2026
What services does New World Advisors offer?
New World Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does New World Advisors charge?
New World Advisors charges 0.50%–2.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Which custodians does New World Advisors use?
New World Advisors’ separately managed account assets are held at Fiduciary Trust Company (Boston, MA), with $474M and Charles Schwab & Co., Inc. (Westlake, TX), with $387M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 April 2026
How many financial advisors does New World Advisors have?
New World Advisors has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does New World Advisors invest in?
At the end of its last fiscal year, New World Advisors’ separately managed accounts held 69% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs), 9% other and 4% cash and equivalents. The 9% other category is described as: Private Equity, Private Credit, Private Real Estate, and Venture Capital Limited Partnerships.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns New World Advisors?
New World Advisors is owned through a holding company by Christopher Cabral and John Fasciano. Its direct owners are New World Advisors Management, LLC (75% or more), New World Financial Holdings (5% to 10%) and New World Advisors (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 April 2026
How does New World Advisors get paid?
New World Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact New World Advisors?
New World Advisors’ main office is at 350 Lincoln Street, Suite 1100, Hingham, MA 02043. Its phone number is 781-749-6922. Its website is newworldadvisors.com.