{
  "crd_number": 296798,
  "slug": "new-world-advisors-llc-hingham-ma-296798",
  "primary_business_name": "NEW WORLD ADVISORS LLC",
  "legal_name": "NEW WORLD ADVISORS LLC",
  "dbas": [],
  "city": "Hingham",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-05-25",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-04-09",
  "carried_forward": false,
  "raum_total": 884935674.0,
  "raum_discretionary": 878018647.0,
  "raum_non_discretionary": 6917027.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1062542.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 6917027.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 876956105.0,
      "count": 105
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "FL",
    "MA",
    "NH"
  ],
  "websites": [
    "https://linkedin.com/company/new-world-advisors",
    "https://newworldadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296798",
  "city_as_filed": "HINGHAM",
  "url": "https://advisorcensus.com/firm/new-world-advisors-llc-hingham-ma-296798",
  "display_name": "New World Advisors LLC",
  "summary": "New World Advisors LLC is an SEC-registered investment advisory firm in Hingham, MA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 9, 2026.",
  "citation": "AdvisorCensus. New World Advisors LLC (CRD 296798): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is New World Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), New World Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does New World Advisors LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated April 9, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is New World Advisors LLC located?",
      "a": "New World Advisors LLC's principal office is in Hingham, MA, according to its Form ADV."
    },
    {
      "q": "Is New World Advisors LLC registered with the SEC or a state?",
      "a": "New World Advisors LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296798."
    },
    {
      "q": "How much does New World Advisors LLC manage?",
      "a": "New World Advisors LLC reports $884,935,674 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (99% discretionary)."
    },
    {
      "q": "How have New World Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for New World Advisors LLC: Regulatory assets under management: $303,563,786 in the October 2021 data and $884,935,674 in the October 2026 data, up 192%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does New World Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (105)."
    },
    {
      "q": "Which custodians does New World Advisors LLC use?",
      "a": "New World Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fiduciary Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does New World Advisors LLC report any disciplinary disclosures?",
      "a": "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/296798"
    },
    {
      "q": "What changed in New World Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $722,810,796 to $884,935,674 (+22%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 303563786.0,
      "total_employees": 5,
      "filing_date": "2021-06-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 435646958.0,
      "total_employees": 5,
      "filing_date": "2022-09-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 453163222.0,
      "total_employees": 5,
      "filing_date": "2023-03-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 548554852.0,
      "total_employees": 5,
      "filing_date": "2024-02-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 722810796.0,
      "total_employees": 5,
      "filing_date": "2025-05-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 884935674.0,
      "total_employees": 5,
      "filing_date": "2026-04-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 2.",
        "Regulatory assets under management went from $722,810,796 to $884,935,674 (+22%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 9, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Investment advisory fees range from 0.50% to 2.00% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor."
        ]
      }
    ],
    "quotes": [
      "Investment advisory fees range from 0.50% to 2.00% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fiduciary Trust Company",
      "name_as_filed": "FIDUCIARY TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/new-world-advisors-llc-hingham-ma-296798.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 105,
      "fewer_than_5": false,
      "raum": 876956105.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 6917027.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1062542.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296798",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}