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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NEW WORLD ADVISORS LLC

CRD 296798

HINGHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5045bfa5-8ee4-8ab4-c5c4-266b7df2433e

Data as of Apr 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 11
On other graphs: 0
Observed: Apr 27, 2018 to Apr 9, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $885MItem 5.F on the latest filing (2026-04-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $878M
Private client RAUM: $877MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $442Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 498
High net worth clients: 105
Custody, client assets: $97.9M
SEC number: 801-113314
CIK: 1767724
CRD: 296798
Filings on the tape: 27
First filed: Apr 27, 2018
Latest filed: Apr 9, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN A FASCIANO	n/a	HINGHAM, MA	8	17	1	no
CHRISTOPHER DAVID CABRAL	Chartered Financial Analyst	HINGHAM, MA	7	24	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CABRAL, CHRISTOPHER, DAVID	PARTNER, CHIEF INVESTMENT OFFICER, AND CHIEF COMPLIANCE OFFICER	Na	yes	08/2018	Nov 27, 2018	Feb 22, 2024
CABRAL, CHRISTOPHER, DAVID	MEMBER, PARTNER, CHIEF INVESTMENT OFFICER, AND CHIEF COMPLIANCE OFFICER	C	yes	08/2018	Nov 27, 2018	Feb 22, 2024
FASCIANO, JOHN, A	Partner	Na	yes	07/2018	Nov 27, 2018	Feb 22, 2024
FASCIANO, JOHN, A	MEMBER AND PARTNER	C	yes	07/2018	Nov 27, 2018	Feb 22, 2024
NEW WORLD ADVISORS MANAGEMENT, LLC	Member	E	yes	04/2018	Mar 9, 2021	Feb 22, 2024
Pineau, Robert, Brian	DIRECTOR OF RESEARCH	Na	yes	12/2020	Mar 12, 2021	Feb 22, 2024
NEW WORLD FINANCIAL HOLDINGS, LLC	PASSIVE MINORITY OWNER	A	no	03/2018	Apr 27, 2018	Feb 22, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 9, 2026	$885M	$878M	5	2	n/a	n/a
2024	Mar 5, 2025	$723M	$716M	5	3	n/a	n/a
2023	Feb 22, 2024	$549M	$544M	5	3	n/a	n/a
2022	Mar 6, 2023	$453M	$448M	5	3	n/a	n/a
2021	Mar 1, 2022	$436M	$430M	5	3	n/a	n/a
2020	Mar 9, 2021	$304M	$299M	5	3	n/a	n/a
2019	Mar 12, 2020	$262M	$262M	8	3	n/a	n/a
2018	Mar 11, 2019	$194M	$194M	9	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	50.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$885M	$723M	22.4%	$453M	25.0%	5	5	0	0

Relationships

Registered with (3)

← CHRISTOPHER DAVID CABRALAdvisorregistration: current employment
Sep 25, 2018 to presentfactForm ADV
← JOHN A FASCIANOAdvisorregistration: current employment
Jul 30, 2018 to presentfactForm ADV
← Robert Brian PineauAdvisorregistration: previous registration
Nov 13, 2018 to Nov 4, 2025factForm ADV

Controls (4)

← CABRAL, CHRISTOPHER, DAVIDOwnerMEMBER, PARTNER, CHIEF INVESTMENT OFFICER, AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Nov 27, 2018 to Feb 22, 2024factForm ADV
← FASCIANO, JOHN, AOwnerMEMBER AND PARTNER, ownership code C, individual
Nov 27, 2018 to Feb 22, 2024factForm ADV
← Pineau, Robert, BrianOwnerDIRECTOR OF RESEARCH, ownership code NA, individual
Mar 12, 2021 to Feb 22, 2024factForm ADV
← NEW WORLD ADVISORS MANAGEMENT, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 9, 2021 to Feb 22, 2024factForm ADV

Owns (1)

← NEW WORLD FINANCIAL HOLDINGS, LLCOwnerPASSIVE MINORITY OWNER, ownership code A, domestic entity
Apr 27, 2018 to Feb 22, 2024factForm ADV

Dated events

Occurred
Nov 4, 2025
Advisor changed firm
Robert Brian Pineau left New World Advisors Llc for Tyler Street Capital (registered 2026-02-11)
Form ADVobserved 5 days ago
Occurred
Mar 5, 2025
Regulatory AUM changed
New World Advisors Llc reported RAUM $722.8M, up 32% from $548.6M (2024-02-22 to 2025-03-05)
Form ADVobserved 5 days ago
$174M
Occurred
Mar 1, 2022
Regulatory AUM changed
New World Advisors Llc reported RAUM $435.6M, up 44% from $303.6M (2021-06-03 to 2022-03-01)
Form ADVobserved 5 days ago
$132M
Occurred
Mar 12, 2021
Control person left
Wright Frank Burr (Partner) no longer on Schedule A of New World Advisors Llc (listed 2021-03-09, absent 2021-03-12)
Form ADVobserved 5 days ago
Occurred
Mar 12, 2021
Control person joined
Brian Robert Pineau (Director Of Research) appeared on Schedule A of New World Advisors Llc
Form ADVobserved 5 days ago
Occurred
Mar 9, 2021
Control person left
Warren William Neville (Managing Member - Chief Compliance Officer) no longer on Schedule A of New World Advisors Llc (listed 2020-08-07, absent 2021-03-09)
Form ADVobserved 5 days ago
Occurred
Aug 7, 2020
Control person left
Michael Andrew Shepard (Member - Partner) no longer on Schedule A of New World Advisors Llc (listed 2020-06-25, absent 2020-08-07)
Form ADVobserved 5 days ago
Occurred
Aug 7, 2020
Control person left
Robert Arthur Oswald (Member - Partner) no longer on Schedule A of New World Advisors Llc (listed 2020-06-25, absent 2020-08-07)
Form ADVobserved 5 days ago
Occurred
Aug 7, 2020
Control person left
Francis John Steinmetz (Chairman) no longer on Schedule A of New World Advisors Llc (listed 2020-06-25, absent 2020-08-07)
Form ADVobserved 5 days ago
Occurred
Jun 25, 2020
Control person left
Richard Peter Gelb (Member - Chief Financial Officer) no longer on Schedule A of New World Advisors Llc (listed 2020-03-12, absent 2020-06-25)
Form ADVobserved 5 days ago
Occurred
Apr 27, 2018
First Form ADV filing
New World Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5045bfa5-8ee4-8ab4-c5c4-266b7df2433e
First observed: Apr 27, 2018
Last observed: Apr 9, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NEW WORLD ADVISORS LLC

CRD 296798

HINGHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5045bfa5-8ee4-8ab4-c5c4-266b7df2433e

Data as of Apr 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:08 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN A FASCIANO

n/a

HINGHAM, MA

CHRISTOPHER DAVID CABRAL

Chartered Financial Analyst

HINGHAM, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CABRAL, CHRISTOPHER, DAVID

PARTNER, CHIEF INVESTMENT OFFICER, AND CHIEF COMPLIANCE OFFICER

yes

08/2018

Nov 27, 2018

Feb 22, 2024

CABRAL, CHRISTOPHER, DAVID

MEMBER, PARTNER, CHIEF INVESTMENT OFFICER, AND CHIEF COMPLIANCE OFFICER

yes

08/2018

Nov 27, 2018

Feb 22, 2024

FASCIANO, JOHN, A

Partner

yes

07/2018

Nov 27, 2018

Feb 22, 2024

FASCIANO, JOHN, A

MEMBER AND PARTNER

yes

07/2018

Nov 27, 2018

Feb 22, 2024

NEW WORLD ADVISORS MANAGEMENT, LLC

Member

yes

04/2018

Mar 9, 2021

Feb 22, 2024

Pineau, Robert, Brian

DIRECTOR OF RESEARCH

yes

12/2020

Mar 12, 2021

Feb 22, 2024

NEW WORLD FINANCIAL HOLDINGS, LLC

PASSIVE MINORITY OWNER

03/2018

Apr 27, 2018

Feb 22, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 9, 2026

$885M

$878M

n/a

2024

Mar 5, 2025

$723M

$716M

n/a

2023

Feb 22, 2024

$549M

$544M

n/a

2022

Mar 6, 2023

$453M

$448M

n/a

2021

Mar 1, 2022

$436M

$430M

n/a

2020

Mar 9, 2021

$304M

$299M

n/a

2019

Mar 12, 2020

$262M

n/a

2018

Mar 11, 2019

$194M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

50.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$885M

$723M

22.4%

$453M

25.0%