Newport Capital Group, LLC

Newport Capital Group, LLC (CRD# 144442) is a financial advisory firm headquartered in Red Bank, NJ. They manage $9,787,250,896 in 332 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,787
    MILLION
  • Total Number of Accounts
    332
    ACCOUNTS
  • Average Account Value
    $29,479,671
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

FL, NJ, NY, PA, TX

Financial Advisors at Newport Capital Group, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Thomas B. Applegate
CRD#: 1986472
12 Broad Street, 5th Floor, Red Bank, NJ 07701
96
Wealthminder
score

Thomas Applegate (CRD# 1986472) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 20 years of experience in the finance industry.

2
Michelle D. Bennett
CRD#: 4456604
12 Broad Street, 5th Floor, Red Bank, NJ 07701
96
Wealthminder
score

Michelle Bennett (CRD# 4456604) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 13 years of experience in the finance industry. Michelle Bennett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jocelyn Degroote
CRD#: 5054086
12 Broad Street, 5th Floor, Red Bank, NJ 07701
96
Wealthminder
score

Jocelyn Degroote (CRD# 5054086) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 9 years of experience in the finance industry. Jocelyn Degroote has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Robert J. Milmore
CRD#: 2819406
12 Broad Street, 5th Floor, Red Bank, NJ 07701
96
Wealthminder
score

Robert Milmore (CRD# 2819406) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 20 years of experience in the finance industry.

5
Domenic M. Dipiero
CRD#: 4772723
12 Broad Street, 5th Floor, Red Bank, NJ 07701
93
Wealthminder
score

Domenic Dipiero (CRD# 4772723) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 13 years of experience in the finance industry.

6
Joseph M. Kyrillos
CRD#: 5737636
12 Broad Street, 5th Floor, Red Bank, NJ 07701
93
Wealthminder
score

Joseph Kyrillos (CRD# 5737636) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 8 years of experience in the finance industry.

7
John D. Wibbelsman
CRD#: 3042773
12 Broad Street, 5th Floor, Red Bank, NJ 07701
90
Wealthminder
score

John Wibbelsman (CRD# 3042773) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has 1 year of experience in the finance industry.

8
David N. Kozodoy
CRD#: 2366138
12 Broad Street, 5th Floor, Red Bank, NJ 07701
89
Wealthminder
score

David Kozodoy (CRD# 2366138) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 3 years of experience in the finance industry.

9
Nicholas G. Bellia
CRD#: 5915397
12 Broad Street, 5th Floor, Red Bank, NJ 07701
87
Wealthminder
score

Nicholas Bellia (CRD# 5915397) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 2 years of experience in the finance industry.

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