Newport Capital Group, LLC
RED BANK, NJ
Form ADV and provider website profile · CRD 144442 · regulatory data as of Mar 20, 2026
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.
$1.3BTotal Firm AUM
$401MDiscretionary AUM
$880MNon-discretionary AUM
414Total accounts
406Discretionary accounts
8Non-discretionary accounts
Client Mix by Firm AUM
$1.3BFirm AUM
Retirement Plans68.5%
High-Net-Worth28.8%
Individuals1.4%
Corporations0.7%
Charities0.5%
Other Pooled Vehicles0.1%
Reported Client Types
Source: Form ADV client recordsRetirement Plans68.5%
111 clients$877M firm assets
High-Net-Worth28.8%
74 clients$369M firm assets
Individuals1.4%
66 clients$18M firm assets
Corporations0.7%
0 clients$8M firm assets
Charities0.5%
0 clients$6M firm assets
Other Pooled Vehicles0.1%
1 clients$2M firm assets
Reported total252 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Retirement Plans | $877M | 111 | 68.5% |
| High-Net-Worth | $369M | 74 | 28.8% |
| Individuals | $18M | 66 | 1.4% |
| Corporations | $8M | 0 | 0.7% |
| Charities | $6M | 0 | 0.5% |
| Other Pooled Vehicles | $2M | 1 | 0.1% |
| Reported total | $1.3B | 252 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…