Investment adviser · CRD 140944
NEWPORT GROUP CONSULTING, LLC
Investment adviser filing (IA)
LAKE MARY, FL, United States · Form ADV filed Aug 17, 2026
- Regulatory AUM
- $5.05B Form ADV · Item 5.F
- Client accounts
- 3,768 Accounts, not individual clients
- Employees
- 31 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 3,761 | $5,051,048,817 | 100.0% |
Filing source
Form ADV 2125804 · Aug 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 17, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
300 PRIMERA BLVD., SUITE 200LAKE MARY, FL, 32746, United States
CRD 140944
Filing source
Form ADV 2125804 · Aug 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.