# Our Investment GUY

> Our Investment GUY is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.

- CRD: 337411
- Filed as: OUR INVESTMENT GUY
- Legal name: Doug Newport Wealth Management
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: January 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337411
- AdvisorCensus page: https://advisorcensus.com/firm/our-investment-guy-337411

## Quick answers

**How is Our Investment GUY compensated?**
On its Form ADV (Item 5.E, October 2026), Our Investment GUY 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 Our Investment GUY registered with the SEC or a state?**
Our Investment GUY is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337411.

**How much does Our Investment GUY manage?**
Our Investment GUY reports $61,616,000 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (98% discretionary).

**What types of clients does Our Investment GUY serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (153); high net worth individuals (9); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Our Investment GUY 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/337411

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $61,616,000
- Discretionary: $60,316,000
- Non-discretionary: $1,300,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 153 | $39,816,000 |
| High net worth individuals | 9 | $20,000,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,800,000 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ourinvestmentguy.com
- Facebook @ourinvestmentguy

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Our Investment GUY (CRD 337411): Form ADV filing data as of October 2026.