New Capital Management, LP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$526,234,551
Clients
126
Advisors
1
of 5 employees
About
New Capital Management LP provides fee‑only investment management and wealth planning to individuals, families, related trusts, charitable foundations and businesses. The firm manages about $533.5 million across roughly 130 client relationships and offers services that include portfolio management, financial planning, estate, tax and insurance coordination, and management of held‑away assets such as 401(k) accounts.
The firm uses broadly diversified model portfolios (Models 0–10) built primarily with institutional no‑load, low‑expense funds and passive equity strategies while permitting meaningful allocations to active funds and factor‑tilted “smart beta” exposures (value, small‑cap, profitability); ESG model variants are also available. Client suitability and portfolio risk are guided by a proprietary Risk Tolerance Questionnaire that models scenarios against a client’s actual investable assets, and accounts are monitored and rebalanced with tax considerations using Orion portfolio technology.
Several features distinguish New Capital from many peers: its asset base and average household size (approximately $4.1 million) produce an unusually high asset concentration per client relationship, and the firm maintains a contingent succession agreement with Buckingham Strategic Wealth LLC as well as formal affiliations that broaden investment access (including authorized use of Dimensional funds). The firm also operates a long‑term incentive/Cash Balance Plan to support staff continuity, participates in industry training and educational events, and produces regular quarterly and year‑end client reports while using generative AI tools for research and communications under a formal review policy.
Client services
Expertise
Occupation focus
Fee options
Flat fees may be charged for consulting work in conjunction with insurance policy development
$0 - $1 million: 0.75% $1 million - $3 million: 0.70% $3 million - $5 million: 0.60% $5 million - $8 million: 0.50% $8 million - $20 million: 0.40% $20 million - $100 million: 0.30% $100 million+: 0.20%
Account minimum: $333,000 Minimum fee: $2,500 minimum annual fee per household Fee-only: Fee-only investment and financial advisory services; no commissions or third-party payments received
Main office
3355 W. Alabama Street, Suite 275
Houston TX 77098
Advisors at this office
1
Most active in
Texas
Also doing business as
Dove Capital Management · New Capital Management Ltd. · New Capital Management, Lp · Solaris Capital Management Limited
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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