Investment adviser · CRD 113175
NEWPORT INVESTMENT ADVISORS INC
Investment adviser filing (IA)
BEACHWOOD, OH, United States · Form ADV filed Apr 1, 2026
- Regulatory AUM
- $198M Form ADV · Item 5.F
- Client accounts
- 176 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| Other investment advisers | 1 | $64,848,518 | 32.7% |
| Retirement plans | 5 | $62,273,453 | 31.4% |
| High-net-worth individuals | 31 | $40,426,888 | 20.4% |
| Corporations & businesses | 6 | $17,630,884 | 8.9% |
| Individuals | 44 | $12,676,596 | 6.4% |
| Other clients | 2 | $184,496 | 0.1% |
Filing source
Form ADV 2086709 · Apr 1, 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: Apr 1, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
23775 COMMERCE PARK, SUITE 3BEACHWOOD, OH, 44122, United States
CRD 113175
Filing source
Form ADV 2086709 · Apr 1, 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.