# Newport Investment Advisors, Inc.

> Newport Investment Advisors, Inc. is a state-registered investment advisory firm in Sycamore, IL, registered since 1996, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 123948
- Filed as: NEWPORT INVESTMENT ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sycamore, IL
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123948
- AdvisorCensus page: https://advisorcensus.com/firm/newport-investment-advisors-inc-sycamore-il-123948

## 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; fixed fees (other than subscription fees). 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 Sycamore, IL, according to its Form ADV.

**Is Newport Investment Advisors, Inc. registered with the SEC or a state?**
Newport Investment Advisors, Inc. is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 123948.

**How much does Newport Investment Advisors, Inc. manage?**
Newport Investment Advisors, Inc. reports $23,645,419 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (24% discretionary).

**What types of clients does Newport Investment Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (16); pension and profit sharing plans (but not the plan participants or government pension plans) (3); individuals (other than high net worth individuals) (1).

**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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123948

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,645,419
- Discretionary: $5,590,924
- Non-discretionary: $18,054,495

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $304,789 |
| High net worth individuals | 16 | $20,707,303 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,633,327 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 1996 (29 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Newport Investment Advisors, Inc. (CRD 123948): Form ADV filing data as of October 2026.