Insights

Strong Industry Recognition Newport Capital Group has received numerous prestigious accolades, including ranking as #34 on America's Top RIAs and being listed among the top 50 Investment Consultants, demonstrating their high industry standing. This recognition positions them as a reputable partner for advanced investment and wealth management solutions.

Expanding Assets Under Management The company recently made significant asset investments, including a $1.85 million stake in the iShares Core S&P Mid-Cap ETF, indicating an active interest in diversified market instruments. Engaging with Newport Capital offers opportunities to introduce tailored investment products aligned with their strategic asset allocations.

Focus on Regulatory Compliance and Fiduciary Standard As a registered SEC-registered RIA adhering to fiduciary standards, Newport Capital values independent, client-focused solutions. This emphasis on compliance and fiduciary duty suggests openness to innovative, transparent financial products and advisory services that enhance client trust.

Recognition and Networking Opportunities Recent awards and appearances at prominent events such as the Family Wealth Report Awards and the Twelfth Annual Family Wealth Report provide avenues for building relationships and showcasing complementary offerings through sponsorship, joint programs, or thought leadership engagements.

Market Position and Client Base With a reported revenue between $25 million and $50 million and a dedicated focus on retirement solutions for various plan types, Newport Capital presents a significant target for scalable financial services, including technology integrations, custodial solutions, and innovative wealth management tools to support their growth.

Similar companies to Newport Capital Group, LLC

Newport Capital Group, LLC Tech Stack

Newport Capital Group, LLC uses 8 technology products and services including WordPress, oEmbed, Font Awesome, and more. Explore Newport Capital Group, LLC's tech stack below.

  • WordPress
    Content Management System
  • oEmbed
    Dev Tools
  • Font Awesome
    Font Scripts
  • Priority Hints
    Performance
  • Adobe Fonts
    Web Fonts
  • PixelYourSite
    Web Platform Extensions
  • SVG Support
    Web Platform Extensions
  • Apache HTTP Server
    Web Servers

Media & News

Newport Capital Group, LLC's Email Address Formats

Newport Capital Group, LLC uses at least 1 format(s):
Newport Capital Group, LLC Email FormatsExamplePercentage
FLast@newportcapitalgroup.comJDoe@newportcapitalgroup.com
48%
Last@newportcapitalgroup.comDoe@newportcapitalgroup.com
2%
FLast@newportcapitalgroup.comJDoe@newportcapitalgroup.com
48%
Last@newportcapitalgroup.comDoe@newportcapitalgroup.com
2%

Frequently Asked Questions

Where is Newport Capital Group, LLC's headquarters located?

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Newport Capital Group, LLC's main headquarters is located at United States. The company has employees across 2 continents, including North AmericaSouth America.

What is Newport Capital Group, LLC's phone number?

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You can contact Newport Capital Group, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Newport Capital Group, LLC's official website and social media links?

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Newport Capital Group, LLC's official website is newportcapitalgroup.com and has social profiles on LinkedIn.

How much revenue does Newport Capital Group, LLC generate?

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As of April 2026, Newport Capital Group, LLC's annual revenue is estimated to be $516K.

What is Newport Capital Group, LLC's SIC code NAICS code?

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Newport Capital Group, LLC's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Newport Capital Group, LLC have currently?

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As of April 2026, Newport Capital Group, LLC has approximately 39 employees across 2 continents, including North AmericaSouth America. Key team members include Vice President Investments: A. I.Vice President Retirement Plan Consulting: L. A.Vice President Financial Planning: K. R.. Explore Newport Capital Group, LLC's employee directory with LeadIQ.

What industry does Newport Capital Group, LLC belong to?

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Newport Capital Group, LLC operates in the Financial Services industry.

What technology does Newport Capital Group, LLC use?

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Newport Capital Group, LLC's tech stack includes WordPressoEmbedFont AwesomePriority HintsAdobe FontsPixelYourSiteSVG SupportApache HTTP Server.

What is Newport Capital Group, LLC's email format?

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Newport Capital Group, LLC's email format typically follows the pattern of FLast@newportcapitalgroup.com. Find more Newport Capital Group, LLC email formats with LeadIQ.

Newport Capital Group, LLC

Financial ServicesUnited States11-50 Employees

As consultants to organizations across the United States, Newport Capital Group offers total retirement solution services for all types of plans including but not limited to; defined contribution, defined benefit, 403(b) plans, non-qualified and endowments. We are completely independent in our approach and therefore have no allegiance to any investment products.

Newport Capital Group is a Registered Investment Advisor (RIA) with the SEC under the Investment Advisor Act of 1940.  We are held to a fiduciary standard, and must act in the best interest of our clients.  Our undivided client loyalty allows Newport Capital Group to serve in a fiduciary capacity, the highest standard of care available under law.  Registration with the SEC or with any state securities authority does not imply a certain level of skill or training.

Section iconCompany Overview

Headquarters
United States
Phone number
SIC Code
6799 - Investors, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Newport Capital Group, LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Newport Capital Group, LLC's revenue is estimated to be in the range of $25M$50M

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