Financial Advisory for Changing People, Markets, and Times. SM


For New Visitors

Nine principles and foundations.

New Capital - Mission.gif

We believe that money - properly understood, planned, invested, and utilized - changes the world for the better. We ourselves change the world by helping our clients discover resources they never knew they had and change their own lives for the better.

Let’s discuss how we might help you.


We are experiencedethicalfiduciary professionals.  We believe we are among the very best and most innovative firms in today's growing, dynamic independent financial advisory community.

Learn about us as people.


We provide our clients with highest quality, strictly confidential, regulatory compliant, and technologically secure services in four primary areas.

Discover why these four areas are so important. 


New Capital’s clients, with net worth of $1 million and above, seek more rapid results and deeper and more meaningful interactions with an advisor than the financial industry at large can provide. We are pleased to manage our clients' $300 million in assets at competitive fees and great value.

Let’s discuss if these things are of interest to you.


We efficiently fulfill a broad array of our clients needs in concert with some of the most important financial management, financial technology, and professional organizations in the world.

Meet these partners.


From our Zen-inspired office in Houston's renowned Museum District, we host our clients and Clinic visitors in a tranquil and contemplative setting where we help ease their worries about money, markets, and more.

We hope to see you here.


We provide objective measures of our results through our Financial Health Checkup, Portfolio Returns, Client References and Client Satisfaction Survey.

We’re glad to discuss these with you.



We are grateful for your interest, and we invite and encourage you to explore our assistance in enhancing both your financial well-being and your life today.

Now that you know about us…we look forward to getting to know about you.


Recent items curated from The New Capital Journal.