NEW CAPITAL MANAGEMENT, LP

RIASEC RegisteredEst. 2004

Total AUM

$534M

Discretionary

$521M

98% of AUM

Avg account

$687K

Accounts

777

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 131658
Registered since: July 9, 2004
Website: www.newcapitalmgmt.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI94.97%
Individuals3.67%
Charitable Organizations1.02%
Corporations / Businesses0.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

New Capital Management, LP is an independent registered investment adviser organized as a limited partnership that has been SEC-registered since 2004. The firm acts as a capital allocator for both individual and institutional clients, combining fee models that include percentage-of-AUM and fixed-fee arrangements. Its advisory scope covers financial planning, portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, and client education through publications and workshops. The firm also identifies as an active ESG investor, which informs its security selection and manager choices. Investment practice leans toward equity-centric portfolios built around exchange-traded strategies, supplemented by selected mutual funds and third‑party managers for specialty mandates. New Capital Management uses discretionary authority for the vast majority of client assets, and it negotiates external manager relationships when private market or niche exposures are required.