Data / Investment advisers / Maryland / New Century Advisors, LLC
New Century Advisors, LLC, Chevy Chase, MD: $4.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
New Century Advisors, LLC is an SEC registered investment adviser with its main office in Chevy Chase, Maryland and reports $4.3 billion in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include state and municipal governments, charitable organizations and pension and profit sharing plans. It is paid through a percentage of assets under management, performance based fees and other fees.
The request: Watch New Century Advisors, LLC (CRD number 122478): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 122478
- SEC file number
- 801-61423
- SEC status
- Approved, effective August 22, 2002
- Main office
- 2 Wisconsin Circle Suite 940, Chevy Chase, MD 20815
- Phone
- (240) 395-0550
- Regulatory AUM
- $4,308,137,084 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $4,308,137,084
- Accounts
- 42
- Employees
- 18, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 10 | $2.11 billion |
| Charitable organizations | 11 | $1.02 billion |
| Pension and profit sharing plans | 5 | $608.2 million |
| Sovereign wealth funds and foreign official institutions | 2 | $291.6 million |
| Pooled investment vehicles | 3 | $213.4 million |
| Corporations or other businesses | 4 | $57.3 million |
| High net worth individuals | 7 | $3.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.31 billion | March 25, 2026 |
| December 1, 2025 | $3.97 billion | March 31, 2025 |
Other advisers in Chevy Chase
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Artemis Real Estate Partners | Chevy Chase | $11.42 billion | 30 | adviserinfo.sec.gov |
| FCP | Chevy Chase | $3.48 billion | 7 | adviserinfo.sec.gov |
| Enlightenment Capital | Chevy Chase | $2.12 billion | 14 | adviserinfo.sec.gov |
| Alliance Partners LLC | Chevy Chase | $1.94 billion | Not listed | adviserinfo.sec.gov |
| Tritonpoint Wealth, LLC | Chevy Chase | $1.55 billion | Not listed | adviserinfo.sec.gov |
| Carderock Capital Management, Inc. | Chevy Chase | $677 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chevy Chase, MD
- Investment advisers in Maryland
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving charitable organizations
- New Century Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.