# Newport Investment Advisors Inc

> Newport Investment Advisors Inc is an SEC-registered investment advisory firm in Beachwood, OH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 113175
- Filed as: NEWPORT INVESTMENT ADVISORS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beachwood, OH
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/113175
- AdvisorCensus page: https://advisorcensus.com/firm/newport-investment-advisors-inc-beachwood-oh-113175

## Quick answers

**How is Newport Investment Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Newport Investment Advisors Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Newport Investment Advisors Inc located?**
Newport Investment Advisors Inc's principal office is in Beachwood, OH, according to its Form ADV.

**Is Newport Investment Advisors Inc registered with the SEC or a state?**
Newport Investment Advisors Inc is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 113175.

**How much does Newport Investment Advisors Inc manage?**
Newport Investment Advisors Inc reports $198,040,835 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (98% discretionary).

**How have Newport Investment Advisors Inc's assets and staff changed since 2024?**
In the Form ADV data for Newport Investment Advisors Inc: Regulatory assets under management: $114,751,283 in the October 2024 data and $198,040,835 in the October 2026 data, up 73%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Newport Investment Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (31); corporations or other businesses not listed above (6).

**Which custodians does Newport Investment Advisors Inc use?**
Newport Investment Advisors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Newport Investment Advisors Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/113175

**What changed in Newport Investment Advisors Inc's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $158,888,445 to $198,040,835 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $198,040,835
- Discretionary: $194,800,043
- Non-discretionary: $3,240,792

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $12,676,596 |
| High net worth individuals | 31 | $40,426,888 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $62,273,453 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 1 | $64,848,518 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $17,630,884 |
| Other | 2 | $184,496 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [newport.us](https://newport.us)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $114,751,283 | 2 | April 16, 2024 |
| October 2025 | $158,888,445 | 2 | April 2, 2025 |
| October 2026 | $198,040,835 | 2 | April 1, 2026 |

Regulatory assets under management: $114,751,283 in the October 2024 data and $198,040,835 in the October 2026 data, up 73%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $158,888,445 to $198,040,835 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Newport Investment Advisors Inc (CRD 113175): Form ADV filing data as of October 2026.