NEWPORT CAPITAL GROUP, LLC

CRD 144442 · SEC 801-68323

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12 BROAD STREET, 5TH FLOOR, RED BANK, NJ, 07701, United States

Phone

732-741-8400

Fax

732-741-6797

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.28B

Discretionary AUM

$400.8M

Team

18 total employees; 7 advisory reps; 104 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	66	$18.1M
High net worth individuals	74	$369.4M
Pooled investment vehicles	1	$1.8M
Pension/profit sharing plans	111	$877.2M

States served

CA, NJ, NY, PA, TX, FL

All web addresses on file

https://www.linkedin.com/company/newport-capital-group-usa/
https://newportcapitalgroup.com/

Official SEC filing: View on IAPD