Fee-OnlyFinder

New Century Advisors, LLC

% of assets managed in Chevy Chase, MD

SEC registeredNo commissions reported

Call (240) 395-0550Send a messageMap ↗

Public-record details

Address
2 Wisconsin Circle, Suite 940, Chevy Chase, MD 20815
Phone
(240) 395-0550
Listed under
% of assets managed
CRD number
122478
Registration
SEC registered since 2002-08-22
Compensation (Form ADV 5.E)
Percentage of assets under management; Performance-based fees; Other (Fee for Model Portfolio Delivery (Non-Discretionary))
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$4.3 billion
Accounts managed
42
Clients reported (Form ADV 5.D)
42
Individual / high-net-worth clients
0 / 7
Employees
18
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-25

SEC registered investment adviser, CRD 122478, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Chevy Chase

Barrack Yard Advisors, LLC5480 Wisconsin Avenue, Suite 216 · Chevy Chase, MD 20815 · (202) 870-9566 · Financial planningCRD 173536 · % of assets · $66.5 million AUMState registeredNo commissions reportedCarderock Capital Management, INC.2 Wisconsin Circle, Suite 600 · Chevy Chase, MD 20815 · (301) 951-5288 · Hourly feesCRD 104570 · % of assets, Hourly charges · $677.0 million AUMSEC registeredNo commissions reportedHz Investments INC.5610 Wisconsin Ave #108 · Chevy Chase, MD 20815 · (301) 922-7631 · % of assets managedCRD 312268 · % of assets · $591.4 million AUMSEC registeredNo commissions reportedIntervest LTD2 Wisconsin Circle, Suite 910 · Chevy Chase, MD 20815 · (301) 951-4455 · Financial planningCRD 104614 · % of assets, Hourly charges, Fixed fees · $247.0 million AUMSEC registeredNo commissions reportedIthaka Financial Planning, LLC5425 Wisconsin Ave, Suite 600 · Chevy Chase, MD 20815 · (301) 968-2381 · Financial planningCRD 153244 · % of assets, Hourly charges, Fixed fees · $92.2 million AUMState registeredNo commissions reportedPeakstone Financial Advisors8401 Connecticut Avenue, Suite 401 · Chevy Chase, MD 20815 · (301) 907-9790 · Financial planningCRD 127635 · % of assets, Hourly charges, Other · $255.9 million AUMSEC registeredNo commissions reportedPersonal Financial Partners5425 Wisconsin Ave, Suite 600 · Chevy Chase, MD 20815 · (202) 910-6240 · Financial planningCRD 331381 · % of assets, Fixed fees · $21.2 million AUMState registeredNo commissions reportedThinagee Investments INC.2 Wisconsin Circle, Suite 700 · Chevy Chase, MD 20815 · (240) 235-1846 · Financial planningCRD 165054 · % of assets, Hourly charges · $265.4 million AUMSEC registeredNo commissions reported

All 13 in Chevy Chase →