Newport Group Consulting, LLC

RIASEC Registered

Total AUM

$5.1B

Discretionary

$5.1B

100% of AUM

Avg account

$1.3M

Accounts

3,768

Employees

Advisory reps

Firm details

Headquarters: Lake Mary, Florida
CRD number: 140944
Registered since: June 20, 2006
Website: www.newportgroup.com
Custodians: ASCENSUS TRUST
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans100%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Newport Group Consulting, LLC is an institutional RIA that serves primarily institutional clients and acts as a capital allocator and adviser to pooled investment vehicles and other institutions. The firm is registered with the SEC (registration effective 2006) and lists a mix of fee arrangements, including percentage-of-AUM and fixed fees. Its advisory activities include portfolio management for pooled vehicles and for businesses or institutions, selection of third‑party managers, pension consulting work, and delivery of educational seminars and workshops. Newport Group Consulting also maintains relationships across the financial ecosystem—affiliations noted include broker‑dealer, other investment adviser, registered municipal advisor, trust company, and insurance company counterparties.