Newport Capital Group, LLC

Overview

Newport Capital Group, LLC is an SEC registered investment adviser based in Red Bank, NJ, registered since 2007. It reports $1.3B in assets under management across 414 accounts, with 18 employees. It has 10 investment adviser representatives.

Reported AUM

$1.3B

Discretionary

31%

Accounts

414

Average account

$3.1M

Employees

18

Advisory reps

10

Registered since

2007

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• Domenic Matthew Dipiero President CRD 4772723
• Michelle Denise Bennett Chief Compliance Officer, Executive Vice President CRD 4456604

Advisory reps 3 of 10

• Nicholas Gaetano Bellia Investment Adviser Rep CRD 5915397
• Michelle D Bennett Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4456604
• Jocelyn Degroote Registered Rep · Investment Adviser Rep CRD 5054086

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

12 Broad St Fl 5
Red Bank, NJ 07701

County

Monmouth

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: newportcapitalgroup.com

Every state, with registration dates

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