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| Happy Holidays!! thanks for using AUM13F!! |
| Newport Investment Advisors Inc
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| CRD # | 113175 |
| SEC # | 801-130254 |
| CIK # | |
| AUM | $158.9 M (2025-04-02) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 216-514-5151 |
| Address | 23775 Commerce Park Beachwood, OH 44122 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 12.1 |
| (b) Individuals (high net worth individuals) | 31 | 40.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 60.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 33.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 12.9 |
| (n) Other | 1 | 0.1 |
| Total | 179 | 158.9 |
| By Discretionary | ||
| Discretionary | 178 | 156.3 |
| Non-Discretionary | 1 | 2.6 |
| Total | 179 | 158.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.9 | |
| Total | 179 | 158.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Naylor Capital LLC
✚
|
0.2 | |
|
Rockhill Advisors LLC
✚
|
ID | 0.2 |
|
High Pines Wealth Management LLC
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MA | 0.2 |
|
Clearview Wealth Management LLC
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|
CA | 0.2 |
|
Robert Priske LLC
✚
|
HI | 0.2 |
|
DRH Investments Inc
✚
|
CA | 0.2 |
|
Murphy Clarke Williams & Stone LLC
✚
|
FL | 0.2 |
|
Collins Advisors LLC
✚
|
NY | 0.2 |
|
Accredited Wealth Management LLC
✚
|
KY | 0.2 |
|
RARE Wolf Capital LLC
✚
|
WA | 0.2 |