New Capital Management

EST. AUM
$533,528,671

CONTACTS
1

CLIENT ACCOUNTS
777

Firm Details

Metro area Houston
CRD Number 131658
Website newcapitalmgmt.com
Client types

Overview

New Capital serves as a fiduciary, dedicated to understanding clients' lives and goals to deliver substantial value. The firm prioritizes client satisfaction and retention through a combination of skilled, trustworthy personnel and effective information technology, striving to build long-term relationships grounded in productivity and reliability.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

New Capital Management

Platform Details

Investment Preferences

Alternative Activity

Address

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