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NEWPORT CAPITAL GROUP, LLC

RED BANK, NJ · CRD 144442 · IAPD ↗ · 732-741-8400

$1.28BRegulatory AUM
7Advisory reps
18Employees
104Clients
26-50Planning clients
1Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2025 — NEWPORT CAPITAL GROUP, LLC crossed $1B in regulatory AUM ($326.8M -> $1.22B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
64
April 2024 — NEWPORT CAPITAL GROUP, LLC reported RAUM up 31% ($250.3M -> $326.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.