Newport Investment Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Beachwood, OH. Its latest Form ADV filing, dated April 1, 2026, reports $198M in regulatory assets under management, 2 employees, and 176 accounts.
Assets Under Management
$198M
Employees
2
Offices
--
Total Clients
89
Primary office
BEACHWOOD, OH
23775 COMMERCE PARK, SUITE 3, BEACHWOOD, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.4% of total clients.
Top client categories% of clientsClients
1
Individuals
49.4%
44
2
HNWI
34.8%
31
3
Corporations
6.7%
6
4
Pension Plans
5.6%
5
5
NEWPORT ACCTS
2.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$198Mas of April 1, 2026
Discretionary98.4%
$195M
98% of total RAUM98.4%
Non-discretionary1.6%
$3M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$198M
Total Accounts176
10Y AUM Change+$83M (+72.6%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee45:1
10Y Employee Change0 (0.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2017 and 2024. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.