New Era Investments Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 312703
· Southfield, MI
· www.newerainvestmentsllc.com
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ADV data as of Jan 07, 2026
- Regulatory AUM
- $29.4M
- Discretionary
- $29.4M
- Clients
- 761
- Avg AUM / client
- $38.6K
- Accounts
- 761
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 760 | $28.2M | 96.1% |
| High net worth individuals | 1 | $1.1M | 3.87% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rico Camerone | Registered representative | Chartered Financial Consultant | Jun 2021 (5y) | |
| Lisa Renee Camerone | Registered representative | Mar 2024 (2y) | ||
| Rico Allen Camerone | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/07/2026 | 990 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • SELECTION OF OTHER ADVISERS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $16.4M (56% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 07, 2026.
View current Form ADV (SEC/IAPD) ↗