9AT: NEWBURY CAPITAL MANAGEMENT, LLC

NEWBURY CAPITAL MANAGEMENT, LLC

NEWBURY CAPITAL MANAGEMENT, LLC

CAMDEN FINANCIAL PLANNING, INC

Adviser Profile

As of Date	03/12/2026
Registration	SEC, Approved, 04/07/2017
Other registrations (2)	California, Terminated, 06/02/2017 Texas, Terminated, 05/03/2017
ADV Location	SOUTH PASADENA, CA, United States
Contact Info	626 xxxxxxx
Websites

AUM^*	154,149,210 8%
of that, discretionary	143,190,300 7%
Number of Employees	5
of those in investment advisory functions	4
Private Fund GAV^*	0
Avg Account Size	352,744 8%
% High Net Worth	19.91% 15%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

147M 126M 105M 84M 63M 42M 21M

2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Our firm is dedicated to providing individuals and other types of clients with a wide array of investment advisory services. Our firm is a limited liability company formed in the State of California and has been in business as an investment adviser since 2009 and is owned as follows: Jon Lam – 44% Owner Stuart Sneddon – 44% Owner Edward Barnet II – 7% Owner Anton Pereiaslavtsev – 5% Owner The purpose of this Brochure is to disclose the conflicts of interest associated with the investment transactions, compensation and any other matters related to investment decisions made by our firm or its representatives. As a fiduciary, it is our duty to always act in the client’s best interest. This is accomplished in part by knowing our client. Our firm has established a service-oriented advisory practice with open lines of communication for many different types of clients to help meet their financial goals while remaining sensitive to risk tolerance and time horizons. Working with clients to understand their investment objectives while educating them about our process, facilitates the kind of working relationship we value. Types of Advisory Services We Offer Asset Management: We emphasize continuous and regular account supervision. As part of our asset management service, we generally create a portfolio, consisting of individual stocks or bonds, exchange traded funds (“ETFs”), options, mutual funds and other public and private securities or investments. The client’s individual investment strategy is tailored to their specific needs and may include some or all

of the previously mentioned securities. Each portfolio will be initially designed to meet a particular investment goal, which we determine to be suitable to the client’s circumstances. Once the appropriate portfolio has been determined, we review the portfolio at least quarterly and if necessary, rebalance the portfolio based upon the client’s individual needs, stated goals and objectives. Each client has the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio. Tailoring of Advisory Services We offer individualized investment advice to clients utilizing the following services offered by our firm: Asset Management. Additionally, we offer general investment advice to clients utilizing the following services offered by our firm: Referrals to Third Party Money Managers. We usually do not allow clients to impose restrictions on investing in certain securities or types of securities due to the level of difficulty this would entail in managing their account. In the rare instance that we would allow restrictions, it would be limited to the following services: Asset Management. We do not manage assets through our other services. Participation in Wrap Fee Programs Our firm does not offer or sponsor a wrap fee program. ADV Part 2A – Firm Brochure Page 5 Newbury Capital Management, LLC Regulatory Assets Under Management We manage $143,045,689 of which $133,374,198 is managed on a discretionary basis and $9,671,491 is managed on a non-discretionary basis as of December 31st, 2023.

NEWBURY CAPITAL MANAGEMENT, LLC

NEWBURY CAPITAL MANAGEMENT, LLC

CAMDEN FINANCIAL PLANNING, INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

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NEWBURY CAPITAL MANAGEMENT, LLC NEWBURY CAPITAL MANAGEMENT, LLC CAMDEN FINANCIAL PLANNING, INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

NEWBURY CAPITAL MANAGEMENT, LLC

NEWBURY CAPITAL MANAGEMENT, LLC

CAMDEN FINANCIAL PLANNING, INC