Leonard Michael Golub
Investment adviser representative at New Capital Management, LP
29 yearsExperience
1 stateRegistered in
CFADesignation
$533.5MFirm assets
Are you Leonard Michael Golub? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
29 years in the industry.
- New Capital Management, LPMar 2022 to now
- Dove Partners, Ltd.Jan 1997 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
New Capital Management, LP
$533.5MAssets managed
130Clients
1Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4815395
- Firm CRD
- 131658