NEW CAPITAL MANAGEMENT, LLC

NEW CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 133519). Regulatory assets under management: $11.5M.

Registration

• CRD: 133519
• SEC file number: 801-63709
• Type: Registered investment adviser
• Phone: 708-848-7784
• Latest filing: 2026-03-17
• Regulatory AUM: $11.5M
• Discretionary AUM: $11.5M
• Clients: 2
• Accounts: 15

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133519 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search