New Capital Management, LP

New Capital Management, LP (CRD# 131658) is a financial advisory firm headquartered in Houston, TX. They manage $239,446,000 in 77 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    239
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $3,109,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at New Capital Management, LP
Showing 1 - 1 of 1 top financial advisors.
1
Leonard M. Golub
CRD#: 4815395
Houston, TX
90
Wealthminder
score

Leonard Golub (CRD# 4815395) is an Investment Advisor Representative working at New Capital Management, LP in Houston, TX and has 1 year of experience in the finance industry.

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