New Capital is a fiduciary to our clients. We focus on our clients' lives and goals and provide great value to them. We employ highly productive and trustworthy personnel and leverage information technology. We enjoy extremely high prospect conversion rates, client retention rates, and client satisfaction ratings.
New Capital Management was founded in 2004 by Leonard M. Golub. As part of the rapidly growing independent fiduciary sector of the financial advisory business, New Capital has grown from one to four people, and from $50 million to approximately $300 million in assets under management, serving approximately 80 client households.