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NEWSHOLME FINANCIAL GROUP, INC.

YORKTOWN HTS, NY · CRD 126165 · IAPD ↗ · 914-243-6700

$59.9MRegulatory AUM
2Advisory reps
2Employees
2Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — NEWSHOLME FINANCIAL GROUP, INC. (YORKTOWN HTS, NY) left the SEC roster (was $59.9M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.