NEW CAPITAL PARTNERS

2101 Highland Avenue South
Suite 700
Birmingham, Alabama 35205
Tel: 205-939-8400

About NEW CAPITAL PARTNERS

NEW CAPITAL PARTNERS, formally registered with the SEC as NEW CAPITAL PARTNERS. The firm was established in 02/27/2012. They have over 1 offices throughout the country.

NEW CAPITAL PARTNERS is a Birmingham, Alabama based Financial Planning firm with nearly $355,307,546 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160075
SEC#	801-73399
Assets Managed by Firm	$355,307,546
No. of Clients	5
No. of Advisors	11

Fee Structure

A percentage of AUM
Performance Based
Other (OPERATING, SALES AND DATA ANALYSIS MGMT FEES FROM PORTFOLIO COMP)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$355,307,546

More Retirement Planning firms in Birmingham, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42
STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242	$5,670,936,072	2768	14

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