• New Capital Management founded • SEC Registration • Start of custodial relationship with Fidelity Investments
2005.gif
• Life Planning training with the Kinder Institute • Move to 4203 Montrose • $500k in assets under management
• $125 million in assets under management
• Start of Dimensional Fund Advisors relationship • $97 million in assets under management
• March 2009: End of bear market, New Capital retains all clients through Global Financial Crisis • $161 million in assets under management
• $97 million in assets under management
• $203 million in assets under management
• Catherine Bahr joins New Capital • $240 million in assets under management
• $291 million in assets under management
• $327 million in assets under management
• Jaycee Smalley joins New Capital • $335 million in assets under management • First Annual Client Conference
• Model Portfolios Introduced • $382 million in assets under management • Second Annual Conference
• Move to 4119 Montrose • $377 million in assets under management • Third Annual Conference
• Membership in Financial Therapy Association • New website launched • $252 million in assets under management • Fourth Annual Conference
• Jaycee Smalley earns CFP designation , promoted to Financial Planner. • New Partnerships: DPL , Strata Trust , Guideline 401k , RightCapital , & Medicare Back Office. • $288 million in assets under management • Fifth Annual
• Video client meetings offered in response to COVID pandemic. • $328 million in assets under management • Sixth Annual Conference (VIRTUAL)
• NCM360 access for clients • Conversion to Orion portfolio accounting • $384 million in assets under management • Seventh Annual Conference
• Casey Moss joins New Capital • Move to 3355 W. Alabama • First Money Mindfulness Meditation webinar • $370 million in assets under management • Eighth Annual Conference • New Partnerships: Trust & Wills, Vontobel,