Addison B. Dascombe

NEW REPUBLIC PARTNERS

Raleigh, NC 27609

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CRD#: 6506095

Professional summary

Addison Beatty Dascombe is a registered financial advisor currently at NEW REPUBLIC PARTNERS located in Raleigh, North Carolina.

Addison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Addison has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Addison Beatty Dascombe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 1, 2021 - Present

NEW REPUBLIC PARTNERS

Office #1: 4242 Six Forks Road Suite 1550, Raleigh, NC 27609

RIA

CRD#: 310907

Raleigh, NC

Past

April 25, 2016 - June 1, 2018

AJ WEALTH

RIA

CRD#: 161950

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NEW REPUBLIC PARTNERS

HABER INVESTMENT COUNSEL | NEW REPUBLIC PARTNERS | NEW REPUBLIC CAPITAL, LLC

CRD#: 310907 / SEC#: 801-119745

RIA

Registered Investment Advisory firm - (11/6/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(9/1/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/1/2021

Uniform Investment Adviser Law Examination

Current Firm

NEW REPUBLIC PARTNERS

HABER INVESTMENT COUNSEL | NEW REPUBLIC PARTNERS | NEW REPUBLIC CAPITAL, LLC

CRD#: 310907 / SEC#: 801-119745

RIA

Registered Investment Advisory firm - (11/6/2020 Approved)

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Contact information

Main Address

521 East Morehead Street Suite 100, Charlotte, NC 28202

Mailing Address

Phone number

(704) 626-1526

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NRP 2025 ADV 2A_10.24.2025_FINAL (10/24/2025)

Regulatory assets under management

Total Number of Accounts	101
AUM (Assets Under Management)	$ 2,506,624,237

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/17/2025	Cover Page	Report
01/27/2025	Cover Page	Report
10/02/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Addison B. Dascombe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Addison Beatty Dascombe's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEW REPUBLIC PARTNERS

AJ WEALTH

Primary Firm SEC Registration

NEW REPUBLIC PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/1/2021

Current Firm

NEW REPUBLIC PARTNERS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NEW REPUBLIC PARTNERS

TRUST BUT VERIFY

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