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- Custodian
- Capital Group · Charles Schwab & Company · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-18-2007
- Office Locations
- 1
Office Locations
About Newport Capital Group, LLC
Newport Capital Group is an independently owned advisory firm providing private wealth management and institutional consulting for affluent families, business owners and executives, as well as retirement plans, foundations and endowments. The team builds customized strategies using an institutional investment approach, with support across fiduciary oversight, portfolio management and legacy/philanthropy planning. A notable differentiator: Michelle Bennett was named to Pensions & Investments’ 2025 Influential Women in Institutional Investing list.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHELLE DENISE BENNETT
Chief Compliance Officer, EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- #4456604
- Ownership
- Less than 5%
DOMENIC MATTHEW DIPIERO
Founder, Investment Advisor, President
- CRD
- #4772723
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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NICHOLAS GAETANO BELLIA
Senior Vice President Retirement Plans
- CRD
- #5915397
JOCELYN DEGROOTE
Senior Vice President Financial Planning
- CRD
- #5054086
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $400,808,541 | $987,213 |
| Non-Discretionary | $879,922,774 | $109,990,347 |
| Total | $1,280,731,315 | $3,093,554 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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