New Capital Management, LLC

Overview

New Capital Management, LLC is a small, owner-operated advisory firm that focuses on portfolio management for individual and family clients and small businesses. The firm charges fees based on a percentage of assets under management and signals a clear preference for equities, particularly exchange-traded instruments. It identifies as an active ESG investor, indicating environmental, social and governance criteria are incorporated into security selection or used via ESG-focused ETFs. With a concentrated client base and discretionary advisory arrangements, the firm appears to build customized equity-heavy portfolios rather than offering broad institutional consulting or pension solutions.

Assets & Accounts

Public Holdings

Location & Offices