Data / Investment advisers / Ohio / Newport Investment Advisors Inc
Newport Investment Advisors Inc, Beachwood, OH: $198 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Newport Investment Advisors Inc is an SEC registered investment adviser with its main office in Beachwood, Ohio and reports $198 million in regulatory assets under management in its Form ADV filed April 1, 2026. Its clients include other investment advisers, pension and profit sharing plans and high net worth individuals. It is paid through a percentage of assets under management.
The request: Watch Newport Investment Advisors Inc (CRD number 113175): 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
- 113175
- SEC file number
- 801-130254
- SEC status
- Approved, effective May 9, 2024
- Main office
- 23775 Commerce Park Suite 3, Beachwood, OH 44122
- Phone
- (216) 514-5151
- Website
- newport.us
- Regulatory AUM
- $198,040,835 in the Form ADV filed April 1, 2026
- Discretionary AUM
- $194,800,043
- Non discretionary AUM
- $3,240,792
- Accounts
- 176
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 1, 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 |
|---|---|---|
| Other investment advisers | 1 | $64.8 million |
| Pension and profit sharing plans | 5 | $62.3 million |
| High net worth individuals | 31 | $40.4 million |
| Corporations or other businesses | 6 | $17.6 million |
| Individuals (other than high net worth individuals) | 44 | $12.7 million |
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 |
|---|---|---|
| May 1, 2026 | $198 million | April 1, 2026 |
| December 1, 2025 | $158.9 million | April 2, 2025 |
Other advisers in Beachwood
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Van Cleef Asset Management Inc | Beachwood | $1.21 billion | Not listed | adviserinfo.sec.gov |
| Winslow Asset Management Inc | Beachwood | $626.7 million | Not listed | adviserinfo.sec.gov |
| Adaptive Financial Consulting, LLC | Beachwood | $547.1 million | Not listed | adviserinfo.sec.gov |
| North Star Advisory Group, LLC | Beachwood | $289.1 million | Not listed | adviserinfo.sec.gov |
| Shaker Investments | Beachwood | $258.8 million | 1 | adviserinfo.sec.gov |
| Tidmore Retirement Planning Specialists | Beachwood | $112.9 million | Not listed | adviserinfo.sec.gov |
| Buoyant Ventures Management, LLC | Beachwood | Not listed | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Beachwood, OH
- Investment advisers in Ohio
- Advisers with $100 million to $500 million in AUM
- Advisers serving other investment advisers
- Advisers serving pension and profit sharing plans
- Newport Investment Advisors Inc 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.