Newday

Newday is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Southbury, Connecticut. On its latest Form ADV, filed April 1, 2026, it reports $6.5M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	174758 · SEC file 801-112212
Office	9 Union Square Unit #1123 Southbury, CT 06488
Phone	(415) 935-0550
Website	www.newdayimpact.com
Regulatory assets under management	$6.5M
Individual clients	Fewer than 5
Financial planning clients	0
How it charges	Percentage of assets
Services	Portfolio management, Selection of other advisers
Employees	2
Disciplinary disclosures	None reported
Latest Form ADV filing	April 1, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Southbury

• Kennedy Wealth & Tax Management, LLC $215M
• Shehu Asset Management, LLC $2.4M

See all 3 fee-only advisers in Southbury →

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