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NEWPORT GROUP CONSULTING, LLC

LAKE MARY, FL · CRD 140944 · IAPD ↗ · ascensus.com · 407-333-2905

$5.05BRegulatory AUM
14Advisory reps
31Employees
308Clients
n/aPlanning clients
0Private funds
50States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

64
April 2026 — NEWPORT GROUP CONSULTING, LLC grew from 10 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2025 — NEWPORT GROUP CONSULTING, LLC notice-filed in AK, AR, DC, DE, HI, ID, KS, KY, MT, ND, NH, NM, NV, OK, RI, UT, VT, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — NEWPORT GROUP CONSULTING, LLC reported RAUM up 72% ($2.56B -> $4.40B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
20
April 2024 — NEWPORT GROUP CONSULTING, LLC changed its website from newportpep.com to newportgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
37
April 2024 — NEWPORT GROUP CONSULTING, LLC notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — NEWPORT GROUP CONSULTING, LLC reported RAUM down 75% ($10.40B -> $2.56B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2024 — NEWPORT GROUP CONSULTING, LLC shrank from 38 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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