# New Century Advisors, LLC

> New Century Advisors, LLC is an SEC-registered investment advisory firm in Chevy Chase, MD, registered since 2002, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 122478
- Filed as: NEW CENTURY ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chevy Chase, MD
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122478
- AdvisorCensus page: https://advisorcensus.com/firm/new-century-advisors-llc-chevy-chase-md-122478

## Quick answers

**How is New Century Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), New Century Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is New Century Advisors, LLC located?**
New Century Advisors, LLC's principal office is in Chevy Chase, MD, according to its Form ADV.

**Is New Century Advisors, LLC registered with the SEC or a state?**
New Century Advisors, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 122478.

**How much does New Century Advisors, LLC manage?**
New Century Advisors, LLC reports $4,308,137,084 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have New Century Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for New Century Advisors, LLC: Regulatory assets under management: $1,892,227,300 in the October 2021 data and $4,308,137,084 in the October 2026 data, up 128%. Total employees: 13 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does New Century Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: charitable organizations (11); state or municipal government entities (including government pension plans) (10); high net worth individuals (7).

**Which custodians does New Century Advisors, LLC use?**
New Century Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JP Morgan Chase Bank, State Street Bank and Trust Company and The Bank of New York Mellon as custodians holding 10% or more of its separately managed account assets.

**Does New Century Advisors, LLC 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/122478

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- JP Morgan Chase Bank
- State Street Bank and Trust Company
- The Bank of New York Mellon

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,308,137,084
- Discretionary: $4,308,137,084
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | 7 | $3,793,028 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $213,359,091 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $608,241,909 |
| Charitable organizations | 11 | $1,019,416,929 |
| State or municipal government entities (including government pension plans) | 10 | $2,114,454,194 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 2 | $291,621,235 |
| Corporations or other businesses not listed above | 4 | $57,250,698 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2002 (24 years)
- Employees: 18 total, 10 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, DC, IL, MD, NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [newcenturyadvisors.com](https://newcenturyadvisors.com)
- LinkedIn @130363
- X @NewCenturyAdv

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,892,227,300 | 13 | March 31, 2021 |
| October 2022 | $3,237,005,092 | 14 | March 29, 2022 |
| October 2023 | $3,825,808,464 | 15 | March 29, 2023 |
| October 2024 | $3,951,461,460 | 17 | March 27, 2024 |
| October 2025 | $3,970,937,921 | 20 | March 31, 2025 |
| October 2026 | $4,308,137,084 | 18 | March 25, 2026 |

Regulatory assets under management: $1,892,227,300 in the October 2021 data and $4,308,137,084 in the October 2026 data, up 128%.
Total employees: 13 in October 2021 and 18 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New Century Advisors, LLC (CRD 122478): Form ADV filing data as of October 2026.