Newport Capital Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Red Bank, NJ. Its latest Form ADV filing, dated March 20, 2026, reports $1.3B in regulatory assets under management, 18 employees, and 414 accounts.
Assets Under Management
$1.3B
Employees
18
Offices
--
Total Clients
252
Primary office
RED BANK, NJ
12 BROAD STREET, 5TH FLOOR, RED BANK, NJ, United States
Top client segmentPension Plans represent 44.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
44.0%
111
2
HNWI
29.4%
74
3
Individuals
26.2%
66
4
Pooled Investment Vehicles
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 20, 2026
Discretionary31.3%
$401M
31% of total RAUM31.3%
Non-discretionary68.7%
$880M
69% of total RAUM68.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts414
10Y AUM Change+$1.1B (+852.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee14:1
10Y Employee Change-4 (-18.2%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.