RIA Intel›Advisers›Ohio›NEWPORT INVESTMENT ADVISORS INC

NEWPORT INVESTMENT ADVISORS INC

Advisory

N·BEACHWOOD, OH

Data as of Apr 1, 2026 · Source: SEC Form ADV

Total AUM

$198M

1-Year AUM Growth

—

3-Year CAGR

+3.9%

Employees

2

Assets Under Management

Total AUM$198M

Discretionary AUM$195M

Non-Discretionary AUM$3M

Discretionary %98.4%

Total Clients95

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record24

First FilingOct 22, 2001

Latest FilingApr 1, 2026

🔒 Full AUM trend chart and 24 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NEWPORT INVESTMENT ADVISORS INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.