RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
John D Wibbelsman
- Title
- Senior Vice President Investmentsreportednewportcapitalgroup.comfirm site, Sep 15, 2026
- Designations
- CFA, MBAreportednewportcapitalgroup.comas printed on the bio page, Sep 16, 2026
- founder other
- “He is a co-founder of TROG Lacrosse, a men’s lacrosse club in Monmouth County.”reportednewportcapitalgroup.comthe sentence on the bio page
- Investment committee
- “He is a member of the Newport Capital Group Investment Committee and is responsible for asset allocation, investment and trading activities.”reportednewportcapitalgroup.comthe sentence on the bio page
- Boards named
- Monmouth County Historical Associationreportednewportcapitalgroup.comphrases on the bio page
- Professional profile
- newportcapitalgroup.com/our-team/john-wibbelsman-cfareportednewportcapitalgroup.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Newport Capital Group, LLC mixed wealth currentsince Jan 1, 2026 · Red Bank, Nj
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address