NEWPORT INVESTMENT ADVISORS INC

RIASEC RegisteredEst. 2024

Total AUM

$198M

Discretionary

$195M

98% of AUM

Avg account

$1.1M

Accounts

176

Employees

Advisory reps

Firm details

Headquarters: BEACHWOOD, Ohio
CRD number: 113175
Registered since: May 9, 2024
Website: www.getnewport.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: Other Investment Advisers32.75%
Pension & Profit Sharing Plans31.44%
HNWI20.41%
Corporations / Businesses8.9%
Individuals6.4%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Newport Investment Advisors Inc. is a privately owned corporate Registered Investment Adviser that began SEC registration in 2024. The firm manages portfolios for both individuals and families as well as for businesses and institutional clients, operating on a percentage-of-AUM fee model. Its advisory work is concentrated on discretionary portfolio management, and the firm reports it is not an active ESG investor and does not operate as a multi-state adviser or pension consultant. The ownership is individual rather than institutional, and the firm is not classified under a broader regulatory category in the snapshot data. Newport describes itself primarily as a portfolio manager rather than a capital allocator or family office.