A complete list of active advisors currently associated with New Capital Management, LLC

Warmer can help you find a great advisor at New Capital Management, LLC or one who fits your needs even better.

New Capital Management is a fee-only adviser that serves a single-family office, focusing on discretionary portfolio management for the family’s IRAs, inherited IRAs and taxable accounts; the firm does not provide financial planning services. Its client base is deliberately small and concentrated, consisting of only a few accounts under management rather than a broad retail clientele. The firm follows a bottom-up Growth-at-a-Reasonable-Price (GARP) approach with a core-and-satellite construction, maintaining a fully invested posture, avoiding market timing and derivatives, and favoring long-term holding periods (generally three to five years). Portfolio decisions emphasize large- and mid-cap core holdings supplemented by smid and emerging-market exposure through mutual funds and ETFs, and risk is managed through documented hard and soft sell rules and regular portfolio reviews with quarterly reporting. What distinguishes the firm from many peers is its single-family-office specialization and very small scale—one adviser managing a limited number of family accounts—rather than serving a broad set of individual HNW clients. It also discloses a straightforward, flat fee-only compensation model without performance fees, routinely recommends custodians (primarily Schwab, with a small number of accounts at Merrill Lynch), and will accommodate client-imposed restrictions such as ESG exclusions.

To learn more about the advisors currently working at New Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.