{
  "crd_number": 144442,
  "slug": "newport-capital-group-llc-red-bank-nj-144442",
  "primary_business_name": "NEWPORT CAPITAL GROUP, LLC",
  "legal_name": "NEWPORT CAPITAL GROUP, LLC",
  "dbas": [],
  "city": "Red Bank",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-09-18",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-03-20",
  "carried_forward": false,
  "raum_total": 1280731315.0,
  "raum_discretionary": 400808541.0,
  "raum_non_discretionary": 879922774.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 18,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 5834597.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 18114277.0,
      "count": 66
    },
    "pension_profit_sharing": {
      "raum": 877203252.0,
      "count": 111
    },
    "high_net_worth_individuals": {
      "raum": 369375236.0,
      "count": 74
    },
    "pooled_investment_vehicles": {
      "raum": 1762358.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 8441595.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/newport-capital-group-usa",
    "https://newportcapitalgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144442",
  "city_as_filed": "RED BANK",
  "url": "https://advisorcensus.com/firm/newport-capital-group-llc-red-bank-nj-144442",
  "display_name": "Newport Capital Group, LLC",
  "summary": "Newport Capital Group, LLC is an SEC-registered investment advisory firm in Red Bank, NJ, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.",
  "citation": "AdvisorCensus. Newport Capital Group, LLC (CRD 144442): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Newport Capital Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Newport Capital Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Newport Capital Group, LLC located?",
      "a": "Newport Capital Group, LLC's principal office is in Red Bank, NJ, according to its Form ADV."
    },
    {
      "q": "Is Newport Capital Group, LLC registered with the SEC or a state?",
      "a": "Newport Capital Group, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 144442."
    },
    {
      "q": "How much does Newport Capital Group, LLC manage?",
      "a": "Newport Capital Group, LLC reports $1,280,731,315 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (31% discretionary)."
    },
    {
      "q": "How have Newport Capital Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Newport Capital Group, LLC: Regulatory assets under management: $251,910,889 in the October 2021 data and $1,280,731,315 in the October 2026 data, up 408%. Total employees: 20 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Newport Capital Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (111); high net worth individuals (74); individuals (other than high net worth individuals) (66)."
    },
    {
      "q": "Which custodians does Newport Capital Group, LLC use?",
      "a": "Newport Capital Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Northern Trust Investments, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Newport Capital Group, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144442"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 251910889.0,
      "total_employees": 20,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 274498410.0,
      "total_employees": 20,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 250250441.0,
      "total_employees": 17,
      "filing_date": "2023-10-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 326798857.0,
      "total_employees": 19,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1219148466.0,
      "total_employees": 17,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1280731315.0,
      "total_employees": 18,
      "filing_date": "2026-03-20"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Northern Trust Investments, Inc.",
      "name_as_filed": "NORTHERN TRUST INVESTMENTS, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/newport-capital-group-llc-red-bank-nj-144442.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 66,
      "fewer_than_5": false,
      "raum": 18114277.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 74,
      "fewer_than_5": false,
      "raum": 369375236.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1762358.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 111,
      "fewer_than_5": false,
      "raum": 877203252.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 5834597.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 8441595.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144442",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}