Newton One Investments provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, and insurance. Financial planning was provided to 51–100 clients last fiscal year.
Newton One Investments reports 214 clients. They include 104 high-net-worth individuals, 90 individual clients, and 20 pension and profit-sharing plans. Of its assets, 100.0% ($445M across 474 accounts) are managed with discretion. It advised 32 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 9% |
| High-net-worth individuals | 49% | 77% |
| Pension and profit-sharing plans | 9% | 15% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 90 | $38.6M | 8.7% | $429K |
| High-net-worth individuals | 104 | $341M | 76.6% | $3.28M |
| Pension and profit-sharing plans | 20 | $65.6M | 14.7% | $3.28M |
| Total | 214 | $445M | 100% | $2.08M |
- Clients
- 90
- Regulatory AUM
- $38.6M
- AUM share
- 8.7%
- Avg. per client
- $429K
- Clients
- 104
- Regulatory AUM
- $341M
- AUM share
- 76.6%
- Avg. per client
- $3.28M
- Clients
- 20
- Regulatory AUM
- $65.6M
- AUM share
- 14.7%
- Avg. per client
- $3.28M
Total
- Clients
- 214
- Regulatory AUM
- $445M
- AUM share
- 100%
- Avg. per client
- $2.08M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 32
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Newton One Investments charges 0.50%–0.95% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 0.95% |
| $1M–$3M | 0.90% |
| $3M–$5M | 0.80% |
| $5M–$10M | 0.70% |
| $10M and above | 0.50% |
Fee details and sources
Other fees
- Pension consulting fees
- Pension consulting fees are negotiable by scope and plan size; where the firm invests plan assets, the fee is a negotiated flat fee or 0.18% to 1.00% of plan assets.
Scott Snyder owns 75% or more of Newton One Investments. The leadership team of Newton One Investments includes Chief Compliance Officer Ryan Gwinn. It has 7 employees, 3 of them in advisory roles.
Leadership
- Ryan GwinnChief Compliance Officer
Eric PresslerMember, Partner- Scott SnyderMember, Managing Partner, CIO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Newton One Investments LLC
Scott Snyder
Control person · since February 2003
- Owns 25% to 50% of Newton One Investments LLC
Eric Pressler
Control person · since August 2003
Newton One Investments’ regulatory assets grew 1.5× from $291M (March 2021) to $445M (March 2026); clients rose from 173 to 214 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $445M | 214 | 7 | 5 |
| March 2025 | $393M | 201 | 7 | 5 |
| March 2024 | $346M | 198 | 6 | 5 |
| April 2023 | $289M | 178 | 8 | 1 |
| April 2022 | $343M | 177 | 8 | 2 |
| March 2021 | $291M | 173 | 7 | 1 |
Besides its headquarters, Newton One Investments has 4 offices (4 private residences, listed without an address), with 1 listed address in Delaware.
Delaware · 1 listed address
- 131 Continental Drive, Suite 206, NewarkHQ
Other business names
Newton One Investments has reported 1 other business name to the SEC.
- Newton One Investments LLC
Contact and registration details
- Legal name
- Newton One Investments LLC
- Headquarters
- 131 Continental Drive, Suite 206, Newark, DE 19713-0000
- Website
- n1advisors.com
- Phone
- 302-731-1326
- SEC file
- 801-69525
- Founded
- 2001
- Structure
- Delaware LLC
- Fiscal year end
- December
Newton One Investments uses Charles Schwab ($445M) as custodian for its separately managed accounts. Newton One Investments has custody of $143M in client assets for 65 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $445M100%
At year end, Newton One Investments’ separately managed accounts were mostly in funds (93%). Its reported 13F holdings for the quarter ended 30 June 2026 total $397M across 146 positions; the largest are Vanguard BD Index Fds (14.0%), iShares TR (13.8%) and Vanguard Index Fds (11.0%).
What the accounts hold
- Stocks1%
- Funds93%
- Bonds5%
- U.S. government and agency bonds3%
- Sovereign bonds2%
- Cash3%
Reported 13F holdings
- $397M
- Reported 13F value
- 146
- Positions
- 80.6%
- In the 10 largest
- +7.8%
- Value vs. prior quarter
- Vanguard BD Index Fds · Total Bnd Mrkt14.0%
- iShares TR · Core S&P500 ETF13.8%
- Vanguard Index Fds · Growth ETF11.0%
- Vanguard Scottsdale Fds · Int-term Corp.9.3%
- Vanguard Index Fds · Value ETF8.1%
- Vanguard Intl Equity Index F · Allwrld EX US6.8%
- iShares TR · Core S&P Mcp ETF5.7%
- iShares TR · Core S&P Scp ETF4.9%
- Vanguard Mun BD Fds · Tax Exempt BD3.9%
- iShares TR · Rus 1000 Val ETF3.1%
Together, the ten largest are 80.6% of reported value.
How many clients does Newton One Investments have?
Newton One Investments has 214 clients and manages $445 million for them, as of March 2026. They include 104 high-net-worth individuals, 90 individual clients, and 20 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Newton One Investments offer?
Newton One Investments provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Newton One Investments charge?
Newton One Investments charges 0.50%–0.95% a year for its Portfolio Management Fees. Each asset band is charged at its own rate.
Source: ADV PART 2A, filed 22 March 2026
Which custodians does Newton One Investments use?
Newton One Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $445M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Newton One Investments have?
Newton One Investments has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Newton One Investments invest in?
At the end of its last fiscal year, Newton One Investments’ separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds, 3% cash and equivalents, 2% sovereign bonds and 1% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Newton One Investments?
Newton One Investments’ direct owners are Scott Snyder (75% or more) and Eric Pressler (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Newton One Investments get paid?
Newton One Investments 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
Is Newton One Investments registered with the SEC?
Yes, Newton One Investments has been registered with the SEC as an investment adviser since 12 September 2008. Its CRD number is 147048 and its SEC file number is 801-69525.
Source: Form ADV Part 1A, Item 1, filed 23 March 2026; IAPD firm record
How do I contact Newton One Investments?
Newton One Investments’ main office is at 131 Continental Drive, Suite 206, Newark, DE 19713-0000. Its phone number is 302-731-1326. Its website is n1advisors.com.