# Newport Capital Group

Newport Capital Group is a Bank / Wealth / Trust based in Red Bank, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Red Bank, United States
- **Region:** North America
- **Address:** Red Bank, NJ, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** www.newportcapital.com.au
- **LinkedIn:** https://www.linkedin.com/company/newport-capital-group-pty-ltd

## Regulatory record

- **CRD number:** 144442
- **SEC file number:** 801-68323
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144442

## About

Newport Capital Group was established in 2004 in Red Bank, New Jersey. The firm positions itself as a wealth manager and investment adviser serving a mix of individuals, high-net-worth investors, pension plans, trusts, estates, and charitable organizations. Its client base reflects the private-wealth corridors of Monmouth County and the broader Tri-State region, where it provides portfolio management, financial planning, and asset-management services. The firm's investment posture is expressed through individualized portfolio construction rather than pooled fund vehicles. It covers public equities, fixed income, and alternative investments, allocating client capital across these sleeves based on each household's or institution's risk tolerance and liquidity needs. The alternatives component is understood to include private equity, hedge funds, and real estate exposures, typical of a multi-asset wealth practice serving accredited investors and qualified purchasers. No single flagship fund is marketed publicly. The firm operates from a single office in Red Bank and does not disclose total assets under advisement or management. Its professional headcount is not publicly available. Newport Capital Group has maintained a low public profile, without a promoted institutional brand or announced fund closes, consistent with a practice built on direct client relationships rather than institutional fundraising. Structurally, Newport Capital Group differs from the single-family offices that dominate this asset class because its capital base is not concentrated in one source of wealth. It operates as a fee-based advisory practice, which means its incentives align with asset retention and steady-client service rather than deal velocity. The lack of a named founding principal or CIO in public records further distinguishes it from firms where a single investment personality shapes strategy and culture.

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- [NewPage Directed Retirement Trust](https://altss.com/profile/newpage-directed-retirement-trust)
- [Newport Group Consulting](https://altss.com/profile/newport-group-consulting)

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Last updated: 2026-08-11T02:43:31.692Z

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