Leonard Golub
New Capital Management · Houston, Texas
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.
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Specialties
Facts
| Firm | New Capital Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $533.5M across 777 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 4815395 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.newcapitalmgmt.com |
| Profile |
How Leonard's firm compares
- New Capital Management's average account is about $687,000, from its Form ADV (assets managed divided by 777 accounts).
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Questions about Leonard
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on retirement planning
Where this information comes from
- SEC adviser records : 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
- New Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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