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

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

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.

To learn more about the advisors currently working at New Capital Management, LP, 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.