Asset manager · Chevy Chase, MD
New Century Advisors, LLC
SEC-registered investment adviser · CRD 122478 · SEC 801-61423
At a glance
New Century Advisors, LLC is an SEC-registered investment adviser based in Chevy Chase, Maryland, with $4.3 billion in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is state or municipal government entities, and it reports 7 individual clients. By Form ADV it is a asset manager, ranked 745th of 3,218 asset managers and 2,314th of 17,210 SEC-registered advisers by assets.
Main office 240-395-0550newcenturyadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.3B
- Rank among asset managers
- #745 of 3,218
- Rank among all SEC RIAs
- #2,314 of 17,210
- Rank in Maryland
- #34 of 227
- Individual clients
- 7
- High-net-worth clients
- 7
- Accounts
- 42
- Discretionary
- 100% of AUM
- Employees
- 18
- Advisory staff
- 10
- Offices
- 5
Owners and executives on its Form ADV
- Ellen B. SafirCEO
- Nils C. OverdahlSenior Portfolio Manager
- Eric J. PatlovichPortfolio Manager
- Thomas F. HinesChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 10 | $2.1B | 49% |
| Charitable organizations | 11 | $1.0B | 24% |
| Pension and profit sharing plans | 5 | $608M | 14% |
| Sovereign wealth funds and foreign official institutions | 2 | $292M | 7% |
| Pooled investment vehicles | 3 | $213M | 5% |
| Corporations or other businesses | 4 | $57M | 1% |
| High-net-worth individuals | 7 | $4M | <1% |
Disciplinary disclosures
New Century Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗newcenturyadvisors.com ↗
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The full record on New Century Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 736 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does New Century Advisors, LLC manage?
New Century Advisors, LLC reports $4.3 billion in regulatory assets under management across 42 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
What kind of firm is New Century Advisors, LLC?
New Century Advisors, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are New Century Advisors, LLC’s clients?
By assets, its largest client types are state or municipal government entities ($2.1 billion, 10 clients); charitable organizations ($1.0 billion, 11 clients); pension and profit sharing plans ($608 million, 5 clients).
Does New Century Advisors, LLC have any disciplinary history?
New Century Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is New Century Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →