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NEW REPUBLIC CAPITAL, LLC
NEW REPUBLIC CAPITAL, LLC
NEW REPUBLIC PARTNERS
CHARLOTTE, North Carolina
·
9 registered advisors
·
CRD# 310907
SEC# 801-119745
7
704-626-1526
01
Firm Overview
AUM
$2.3B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at NEW REPUBLIC CAPITAL, LLC
9 registered advisors
Cort Alan Haber
CHARLOTTE, North Carolina
CRD# 4930361
David Sheldon Routh
CHARLOTTE, North Carolina
CRD# 5702755
Mary Claudia Belk Pilon
CHARLOTTE, North Carolina
CRD# 7987536
Michael Perkins Phipps
CHARLOTTE, North Carolina
CRD# 6406861
Samuel Boyce Bowles
CHARLOTTE, North Carolina
CRD# 7490432
Tamarah Daniel Taylor
CHARLOTTE, North Carolina
CRD# 4237020
Thomas Allen Dobbins
CHARLOTTE, North Carolina
CRD# 7468216
Thomas Karl Hoops
CHARLOTTE, North Carolina
CRD# 5156895
Zelle Reams Dunn
CHARLOTTE, North Carolina
CRD# 3232933
05
Office Locations
CHARLOTTE, North Carolina
9 advisors
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Data sourced from SEC Form ADV filings. NEW REPUBLIC CAPITAL, LLC (CRD# 310907) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.