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NEWPORT CAPITAL GROUP, LLC
CRD 144442File 801-68323
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.28B
Above cohort median (national)
Discretionary AUM
$400.8M
Non-discretionary $879.9M
Clients
252
414 accounts
Employees
18
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 18, 2007
- Principal office
- 12 BROAD STREET, 5TH FLOOR, RED BANK, NJ, 07701
- Phone
- 732-741-8400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.28B
- Discretionary AUM
- $400.8M
- Non-discretionary AUM
- $879.9M
- Discretionary accounts
- 406
- Non-discretionary accounts
- 8
- Total accounts
- 414
- AUM per client
- $5.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $8.4M |
| Charitable organizations | Fewer than 5 | $5.8M |
| High net worth individuals | 74 | $369.4M |
| Pooled investment vehicles | 1 | $1.8M |
| Pension and profit sharing plans | 111 | $877.2M |
| Individuals (other than high net worth individuals) | 66 | $18.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.