# Newport Capital Group, LLC

> 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.

- CRD: 144442
- Filed as: NEWPORT CAPITAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Red Bank, NJ
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144442
- AdvisorCensus page: https://advisorcensus.com/firm/newport-capital-group-llc-red-bank-nj-144442

## Quick answers

**How is Newport Capital Group, LLC compensated?**
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.

**How much does Newport Capital Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Flat fee: $1,000 to $25,000 (financial planning and consulting); Hourly rate: $200 to $2,000 an hour (financial planning and consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Newport Capital Group, LLC located?**
Newport Capital Group, LLC's principal office is in Red Bank, NJ, according to its Form ADV.

**Is Newport Capital Group, LLC registered with the SEC or a state?**
Newport Capital Group, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 144442.

**How much does Newport Capital Group, LLC manage?**
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).

**How have Newport Capital Group, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Newport Capital Group, LLC serve?**
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).

**Which custodians does Newport Capital Group, LLC use?**
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.

**Does Newport Capital Group, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Flat fee: $1,000 to $25,000 (financial planning and consulting)

> Newport Capital Group’s financial planning and consulting fees are negotiable and generally range from $1,000 to $25,000 on a fixed fee basis

- Hourly rate: $200 to $2,000 an hour (financial planning and consulting)

> Newport Capital Group’s financial planning and consulting fees are negotiable and generally range from $1,000 to $25,000 on a fixed fee basis, and from $200 (minimum) to $2,000 per hour, on an hourly rate basis

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Northern Trust Investments, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,280,731,315
- Discretionary: $400,808,541
- Non-discretionary: $879,922,774

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $18,114,277 |
| High net worth individuals | 74 | $369,375,236 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $1,762,358 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 111 | $877,203,252 |
| Charitable organizations | Fewer than 5 | $5,834,597 |
| Corporations or other businesses not listed above | Fewer than 5 | $8,441,595 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 18 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [newportcapitalgroup.com](https://newportcapitalgroup.com)
- LinkedIn @newport-capital-group-usa

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $251,910,889 | 20 | March 31, 2021 |
| October 2022 | $274,498,410 | 20 | March 30, 2022 |
| October 2023 | $250,250,441 | 17 | October 2, 2023 |
| October 2024 | $326,798,857 | 19 | March 29, 2024 |
| October 2025 | $1,219,148,466 | 17 | March 31, 2025 |
| October 2026 | $1,280,731,315 | 18 | March 20, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Newport Capital Group, LLC (CRD 144442): Form ADV filing data as of October 2026.