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Asset manager · Lake Mary, FL

Newport Group Consulting, LLC

SEC-registered investment adviser · CRD 140944 · SEC 801-66908

At a glance

Newport Group Consulting, LLC is an SEC-registered investment adviser based in Lake Mary, Florida, with $5.1 billion in regulatory assets under management as of its Form ADV filed August 17, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 693rd of 3,218 asset managers and 2,088th of 17,210 SEC-registered advisers by assets.

Main office 407-333-2905ascensus.comLinkedInAs filed on Form ADV

Regulatory AUM
$5.1B
Rank among asset managers
#693 of 3,218
Rank among all SEC RIAs
#2,088 of 17,210
Rank in Florida
#86 of 1,090
Clients
3,761
Accounts
3,768
Discretionary
100% of AUM
Employees
31
Advisory staff
14
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

  1. Ascensus TrustAffiliate of the firm$3.6B

Other RIAs using Ascensus Trust

Broker-dealer

Hybrid RIA

Newport Group Consulting, LLC is a hybrid RIA: 22 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Ascensus Broker Dealer Services, LLC, Kroll Securities LLC and MID Atlantic Clearing & Settlement Corporation.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Pension and profit sharing plans3,761$5.1B100%

Disciplinary disclosures

Newport Group Consulting, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Other

Form ADV and brochures on the SEC’s adviser search ↗ascensus.com ↗

AtlasMembers

The full record on Newport Group Consulting, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
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Growth over one, three and five years
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Rank against 701 peers of its type and size
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Owners and executives, with titles and stakes
3 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
3Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Newport Group Consulting, LLC manage?

Newport Group Consulting, LLC reports $5.1 billion in regulatory assets under management across 3,768 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 17, 2026.

What kind of firm is Newport Group Consulting, LLC?

Newport Group Consulting, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Who are Newport Group Consulting, LLC’s clients?

By assets, its largest client types are pension and profit sharing plans ($5.1 billion, 3,761 clients).

Does Newport Group Consulting, LLC have any disciplinary history?

Newport Group Consulting, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Newport Group Consulting, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →