LADD CAPITAL MANAGEMENT LLC
SEC RegisteredInvestment Advisors
About the firm
Ladd Capital Management, LLC is an SEC registered investment advisory firm established by the late David M. Ladd in 1975 to manage the investment portfolios of corporate, endowment, and individual clients. Edward W. Lovejoy is currently the Managing Partner. The firm's mission is to help clients attain their financial objectives through conservative, lower risk investment management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Conservative, lower risk investment portfolio management, designed and continuously managed for each client's unique goals, with high levels of communication with the client and their financial team including attorney and accountant.
Who they serve
Corporate, endowment, and individual clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 31 | $13M |
| High Net Worth Individuals | 38 | $156M |
| State/Municipal Entities | 3 | — |
72 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.00% |
| Next $500,000 | 0.75% |
| Above $1,000,000 | 0.50% |
Data as of February 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LADD CAPITAL MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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