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Newport Capital Group, LLC logo

Newport Capital Group, LLC

RED BANK, NJ

Form ADV and provider website profile · CRD 144442 · regulatory data as of Mar 20, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Newport Capital Group, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$1.3BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
414Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$401MDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$880MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameNEWPORT CAPITAL GROUP, LLC

CRD number144442

Firm foundedNot reported

SEC registration dateSep 18, 2007

Employees18

Advisory professionals7

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

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

732-741-8400

https://newportcapitalgroup.com/

LinkedIn not reported

Firm AUM History (USD)

Source: Form ADV
$1.3B

As of Mar 20, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Retirement Plans68.5%$877M
High-Net-Worth28.8%$369M
Individuals1.4%$18M
Corporations0.7%$8M
Charities0.5%$6M
Other Pooled Vehicles0.1%$2M

Percentages and AUM are shown from the same reported Form ADV client-type records.