Data / Investment advisers / Florida / Newport Group Consulting, LLC
Newport Group Consulting, LLC, Lake Mary, FL: $5.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Newport Group Consulting, LLC is an SEC registered investment adviser with its main office in Lake Mary, Florida and reports $5.1 billion in regulatory assets under management in its Form ADV filed October 16, 2026. Its clients include pension and profit sharing plans. It is paid through a percentage of assets under management, fixed fees and other fees.
The request: Watch Newport Group Consulting, LLC (CRD number 140944): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 140944
- SEC file number
- 801-66908
- SEC status
- Approved, effective June 20, 2006
- Main office
- 300 Primera Blvd. Suite 200, Lake Mary, FL 32746
- Phone
- (407) 333-2905
- Website
- ascensus.com
- Regulatory AUM
- $5,051,048,817 in the Form ADV filed October 16, 2026
- Discretionary AUM
- $5,051,048,817
- Accounts
- 3,768
- Employees
- 31, of which 14 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 3,761 | $5.05 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $5.05 billion | March 25, 2026 |
| December 1, 2025 | $4.40 billion | November 11, 2025 |
Other advisers in Lake Mary
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Capacuity LLC | Lake Mary | $13.87 billion | Not listed | adviserinfo.sec.gov |
| Shariaportfolio, Inc. | Lake Mary | $3.01 billion | 1 | adviserinfo.sec.gov |
| Jackson Wealth Management, LLC | Lake Mary | $1.07 billion | Not listed | adviserinfo.sec.gov |
| QTR Family Wealth, LLC | Lake Mary | $749.3 million | Not listed | adviserinfo.sec.gov |
| Collaborative Wealth | Lake Mary | $653.3 million | Not listed | adviserinfo.sec.gov |
| Familywealth | Lake Mary | $394.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lake Mary, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Newport Group Consulting, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.