# NEA Member Benefits

> NEA Member Benefits is an SEC-registered investment advisory firm in Gaithersburg, MD, registered since 2005, with no regulatory assets under management reported in its Form ADV filing dated July 29, 2026.

- CRD: 138196
- Filed as: NEA MEMBER BENEFITS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Gaithersburg, MD
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/138196
- AdvisorCensus page: https://advisorcensus.com/firm/nea-member-benefits-gaithersburg-md-138196

## Quick answers

**How is NEA Member Benefits compensated?**
On its Form ADV (Item 5.E, October 2026), NEA Member Benefits reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is NEA Member Benefits located?**
NEA Member Benefits' principal office is in Gaithersburg, MD, according to its Form ADV.

**Is NEA Member Benefits registered with the SEC or a state?**
NEA Member Benefits is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 138196.

**How have NEA Member Benefits' assets and staff changed since 2021?**
In the Form ADV data for NEA Member Benefits: Total employees: 101 in October 2021 and 86 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does NEA Member Benefits serve?**
By number of clients on Form ADV Item 5.D: other (103,368).

**Does NEA Member Benefits report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/138196

**What changed in NEA Member Benefits' recent Form ADV filings?**
In the December 2025 filing data: Employees performing advisory functions went from 22 to 19. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 103,368 | $0 |

### Advisory services (Item 5.G)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2005 (20 years)
- Employees: 86 total, 19 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- neamb.com
- Facebook @NEAMEMBERBENEFITS
- LinkedIn @NEA-MEMBER-BENEFITS
- X @NEABENEFITS
- YouTube @NEAMemberBenefits

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 101 | November 25, 2020 |
| October 2022 | Not reported | 103 | November 10, 2021 |
| October 2023 | Not reported | 99 | November 16, 2022 |
| October 2024 | Not reported | 94 | November 16, 2023 |
| October 2025 | Not reported | 93 | November 14, 2024 |
| October 2026 | Not reported | 86 | July 29, 2026 |

Total employees: 101 in October 2021 and 86 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Employees performing advisory functions went from 22 to 19.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. NEA Member Benefits (CRD 138196): Form ADV filing data as of October 2026.