# New World Advisors LLC > 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. - CRD: 296798 - Filed as: NEW WORLD ADVISORS LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Hingham, MA - Filing period: October 2026 - Form ADV filing dated: April 9, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296798 - AdvisorCensus page: https://advisorcensus.com/firm/new-world-advisors-llc-hingham-ma-296798 ## Quick answers **How is New World Advisors LLC compensated?** 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). **What does New World Advisors LLC's brochure say about its fees?** 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. **Where is New World Advisors LLC located?** New World Advisors LLC's principal office is in Hingham, MA, according to its Form ADV. **Is New World Advisors LLC registered with the SEC or a state?** New World Advisors LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296798. **How much does New World Advisors LLC manage?** New World Advisors LLC reports $884,935,674 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (99% discretionary). **How have New World Advisors LLC's assets and staff changed since 2021?** 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. **What types of clients does New World Advisors LLC serve?** By number of clients on Form ADV Item 5.D: high net worth individuals (105). **Which custodians does New World Advisors LLC use?** 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. **Does New World 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/296798 **What changed in New World Advisors LLC's recent Form ADV filings?** 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%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated April 9, 2026) - Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it) > 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. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. - Fiduciary Trust Company 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: $884,935,674 - Discretionary: $878,018,647 - Non-discretionary: $6,917,027 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | High net worth individuals | 105 | $876,956,105 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $6,917,027 | | Charitable organizations | Fewer than 5 | $1,062,542 | ### Advisory services (Item 5.G) - 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) ### Firm details - Registered since: 2018 (8 years) - Employees: 5 total, 2 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CT, FL, MA, NH - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - newworldadvisors.com - LinkedIn @new-world-advisors ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $303,563,786 | 5 | June 3, 2021 | | October 2022 | $435,646,958 | 5 | September 14, 2022 | | October 2023 | $453,163,222 | 5 | March 6, 2023 | | October 2024 | $548,554,852 | 5 | February 22, 2024 | | October 2025 | $722,810,796 | 5 | May 15, 2025 | | October 2026 | $884,935,674 | 5 | April 9, 2026 | 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. ## Changes in the filing (last 12 months) ### April 2026 - Employees performing advisory functions went from 3 to 2. - Regulatory assets under management went from $722,810,796 to $884,935,674 (+22%). ### December 2025 - Updated its list of owners and control persons (Schedule A). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New World Advisors LLC (CRD 296798): Form ADV filing data as of October 2026.