# New Era Advisory

> New Era Advisory is a state-registered investment advisory firm in Orlando, FL, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 319711
- Filed as: NEW ERA ADVISORY
- Legal name: New Era Advisory, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319711
- AdvisorCensus page: https://advisorcensus.com/firm/new-era-advisory-orlando-fl-319711

## Quick answers

**How is New Era Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), New Era Advisory reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is New Era Advisory located?**
New Era Advisory's principal office is in Orlando, FL, according to its Form ADV.

**Is New Era Advisory registered with the SEC or a state?**
New Era Advisory is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319711.

**How much does New Era Advisory manage?**
New Era Advisory reports $17,636,871 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (0% discretionary).

**What types of clients does New Era Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (4).

**Does New Era Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319711

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $17,636,871
- Discretionary: $0
- Non-discretionary: $17,636,871

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $12,774,831 |
| High net worth individuals | 4 | $4,862,040 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [newera-advisory.com](https://newera-advisory.com)
- Facebook @New-Era-Advisory-100276789127999
- Facebook facebook.com
- LinkedIn @goretti-garcia-0a789691

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New Era Advisory (CRD 319711): Form ADV filing data as of October 2026.