{"url":"https://nivawealth.com/firms/newman-dignan-and-sheerar-107565","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/107565","regulatoryAum":731274095,"crd":"107565","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4549995","suffix":null,"lastName":"BUXTON","firstName":"EDWARD","middleName":"DAVID"},{"crd":"1385102","suffix":null,"lastName":"CAVANAGH","firstName":"RICHARD","middleName":"EDWARD"},{"crd":"5883957","suffix":null,"lastName":"MANCHESTER","firstName":"ERIK","middleName":"S"},{"crd":"5208466","suffix":"III","lastName":"Moffett","firstName":"Robert","middleName":"Parker"},{"crd":"2204538","suffix":null,"lastName":"NEWMAN","firstName":"WILLIAM","middleName":null},{"crd":"4366716","suffix":null,"lastName":"SHEERAR","firstName":"JOHN","middleName":"PAUL"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-17","regulatoryAum":541750930,"clients":442,"employees":8,"offices":1},{"filedOn":"2022-04-15","regulatoryAum":606286541,"clients":446,"employees":8,"offices":2},{"filedOn":"2023-03-28","regulatoryAum":537800256,"clients":464,"employees":8,"offices":2},{"filedOn":"2024-03-26","regulatoryAum":612949879,"clients":448,"employees":8,"offices":3},{"filedOn":"2025-03-21","regulatoryAum":669244675,"clients":471,"employees":8,"offices":3},{"filedOn":"2026-05-06","regulatoryAum":731274095,"clients":536,"employees":9,"offices":3}],"secFileNumber":"801-41412","legalName":"Newman 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They include 269 individual clients, 249 high-net-worth individuals and 8 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 6 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Newman Dignan & Sheerar offer?","answer":"Newman Dignan & Sheerar provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Newman Dignan & Sheerar charge?","answer":"Newman Dignan & Sheerar charges 0.35%–1.00% a year for its Investment Advisory Services. The fee is billed in arrears and is negotiable.","source":"ADV PART 2A, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Newman Dignan & Sheerar use?","answer":"Newman Dignan & Sheerar’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $723M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Newman Dignan & Sheerar have?","answer":"Newman Dignan & Sheerar has 7 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Newman Dignan & Sheerar invest in?","answer":"At the end of its last fiscal year, Newman Dignan & Sheerar’s separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 9% cash and equivalents, 2% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Newman Dignan & Sheerar?","answer":"Newman Dignan & Sheerar’s direct owners are William Newman (50% to 75%) and John Sheerar (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 6 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Newman Dignan & Sheerar get paid?","answer":"Newman Dignan & Sheerar is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Newman Dignan & Sheerar registered with the SEC?","answer":"Yes, Newman Dignan & Sheerar has been registered with the SEC as an investment adviser since 7 May 1992. Its CRD number is 107565 and its SEC file number is 801-41412.","source":"Form ADV Part 1A, Item 1, filed 6 May 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Newman Dignan & Sheerar?","answer":"Newman Dignan & Sheerar’s main office is at 260 West Exchange Street, Suite 302, Providence, RI 02903. Its phone number is 401-351-4010. 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