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NEWPORT INVESTMENT ADVISORS INC

CRD 113175 · SEC 801-130254

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23775 COMMERCE PARK, SUITE 3, BEACHWOOD, OH, 44122, United States

Phone

216-514-5151

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$198.0M

Discretionary AUM

$194.8M

Team

2 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-01

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals44$12.7M
High net worth individuals31$40.4M
Pension/profit sharing plans5$62.3M
Other investment advisers1$64.8M
Corporations/business entities6$17.6M

States served

OH, WI

All web addresses on file

Official SEC filing: View on IAPD