← Tributary

NEWPORT INVESTMENT ADVISORS INC

BEACHWOOD, OH · CRD 113175 · IAPD ↗ · newport.us · 216-514-5151

$198.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
May 2026 — NEWPORT INVESTMENT ADVISORS INC changed its website from newport.investments to newport.us.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
25
April 2025 — NEWPORT INVESTMENT ADVISORS INC changed its website from 1800newport.com to newport.investments.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
62
April 2025 — NEWPORT INVESTMENT ADVISORS INC reported RAUM up 38% ($114.8M -> $158.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
June 2024 — NEWPORT INVESTMENT ADVISORS INC (BEACHWOOD, OH) is newly SEC-registered with $114.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.