|
⚲
|
| Keyboard |
| Newport Investment Advisors Inc
✚
|
|
|---|---|
| CRD # | 113175 |
| SEC # | 801-130254 |
| CIK # | |
| AUM | 198.0 M (2026-04-01) |
| 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) | 44 | 12.7 |
| (b) Individuals (high net worth individuals) | 31 | 40.4 |
| (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 | 5 | 62.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 64.8 |
| (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 | 6 | 17.6 |
| (n) Other | 2 | 0.2 |
| Total | 176 | 198.0 |
| By Discretionary | ||
| Discretionary | 175 | 194.8 |
| Non-Discretionary | 1 | 3.2 |
| Total | 176 | 198.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 198.0 | |
| Total | 176 | 198.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Paladin Partners LLC
✚
|
WI | 198.5 M |
|
PMG Wealth Management Inc
✚
|
IL | 198.3 M |
|
Atlantic Wealth Partners LLC
✚
|
FL | 198.1 M |
|
D & P Investment Advisors Ltd
✚
|
RI | 197.8 M |
|
Eaglestone Wealth Advisors Inc
✚
|
MD | 197.7 M |
|
Preston Advisory Services LLC
✚
|
AZ | 197.7 M |
|
Attentive Investments LLC
✚
|
CA | 197.5 M |
|
Copper Beech Financial Group LLC
✚
|
NJ | 197.4 M |
|
Bautis Financial LLC
✚
|
NJ | 197.4 M |
|
APS Advisors
✚
|
CA | 197.2 M |