# Leonard Golub

> Leonard Golub is a fee-only financial advisor at New Capital Management in Houston, Texas, who holds the CFA credential. Leonard focuses on retirement planning, estate & legacy planning and tax planning. New Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/leonard-golub/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** New Capital Management
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $533.5M across 777 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 4815395 (https://adviserinfo.sec.gov/individual/summary/4815395)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.newcapitalmgmt.com

## Frequently asked questions

### Is Leonard Golub a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Leonard holds no broker registration, and New Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Leonard charge for financial advice?

Leonard's firm, New Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Leonard Golub based?

Leonard Golub is based in Houston, Texas.

### What does Leonard specialize in?

Leonard's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.

### What credentials does Leonard Golub hold?

Leonard Golub holds the CFA credential.

### Is Leonard Golub registered with the SEC?

Yes. Leonard Golub is registered as an investment adviser representative in TX (CRD 4815395), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does New Capital Management manage?

New Capital Management reports $533.5M across 777 accounts in assets under management.

### How do I contact Leonard Golub?

Through Leonard's website, www.newcapitalmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4815395): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.newcapitalmgmt.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.