Newport Group Consulting, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Mary, FL. Its latest Form ADV filing, dated March 25, 2026, reports $5.1B in regulatory assets under management, 31 employee, and 3,768 accounts.
Assets Under Management
$5.1B
Employees
31
Offices
--
Total Clients
3,761
Primary office
LAKE MARY, FL
300 PRIMERA BLVD., SUITE 200, LAKE MARY, FL, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
3,761
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.1Bas of March 25, 2026
Discretionary100.0%
$5.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.1B
Total Accounts3,768
10Y AUM Change+$4.2B (+515.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee121:1
10Y Employee Change+31
* 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.