# Newport Securities Corporation

> Newport Securities Corporation is a state-registered investment advisory firm, registered since 2001, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 8250
- Filed as: NEWPORT SECURITIES CORPORATION
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/8250
- AdvisorCensus page: https://advisorcensus.com/firm/newport-securities-corporation-8250

## Quick answers

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

**Is Newport Securities Corporation registered with the SEC or a state?**
Newport Securities Corporation is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 8250.

**How much does Newport Securities Corporation manage?**
Newport Securities Corporation reports $92,285,587 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Newport Securities Corporation serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23); individuals (other than high net worth individuals) (2).

**Does Newport Securities Corporation 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/8250

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $92,285,587
- Discretionary: $92,285,587
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $355,926 |
| High net worth individuals | 23 | $91,929,661 |

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

### Firm details
- Registered since: 2001 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Newport Securities Corporation (CRD 8250): Form ADV filing data as of October 2026.