NEWPORT INVESTMENT ADVISORS INC
CRD #113175 SEC #801-130254 BEACHWOOD, OH 216-514-5151
SEC Registered
Total AUM
$158.9M
Discretionary
$156.3M
Employees
2
Clients
--
Accounts
179
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $158.9M | $156.3M | $2.6M | 2 | 0 |
| Apr 2024 | $114.8M | $112.5M | $2.3M | 2 | 0 |
| Apr 2024 | $114.8M | $112.5M | $2.3M | 2 | 0 |
| Jun 2017 | $81.9M | $80.2M | $1.7M | 3 | 100 |
| Mar 2017 | $81.9M | $80.2M | $1.7M | 3 | 100 |
| Aug 2016 | $78.4M | $78.4M | $0 | 3 | 100 |
| Mar 2016 | $78.4M | $78.4M | $0 | 3 | 100 |
| Oct 2015 | $90M | $90M | $0 | 3 | 100 |
| Apr 2015 | $90M | $90M | $0 | 3 | 100 |
| Apr 2015 | $90M | $90M | $0 | 3 | 100 |
| Jan 2014 | $90.4M | $90.2M | $200K | 3 | 100 |
| Apr 2013 | $95.3M | $95.1M | $200K | 3 | 100 |
| Apr 2012 | $91.6M | $90.6M | $1M | 1 | 26 |
| Jul 2011 | $81.7M | $81.7M | $0 | 5 | -- |
| Mar 2010 | $81.7M | $81.7M | $0 | 5 | -- |
| May 2009 | $61.5M | $61.5M | $0 | 5 | -- |
| Apr 2007 | $48.9M | $48.9M | $0 | 5 | -- |
| Mar 2006 | $59.1M | $56.1M | $3M | 5 | -- |
| Oct 2005 | $64.1M | $63.6M | $500K | 5 | -- |
| Feb 2005 | $70.5M | $70M | $500K | 5 | -- |
| Oct 2001 | $64.4M | $64.4M | $0 | 5 | -- |
DateApr 2025
Total AUM$158.9M
Discretionary$156.3M
Non-Disc.$2.6M
Employees2
Clients0
DateApr 2024
Total AUM$114.8M
Discretionary$112.5M
Non-Disc.$2.3M
Employees2
Clients0
DateApr 2024
Total AUM$114.8M
Discretionary$112.5M
Non-Disc.$2.3M
Employees2
Clients0
DateJun 2017
Total AUM$81.9M
Discretionary$80.2M
Non-Disc.$1.7M
Employees3
Clients100
DateMar 2017
Total AUM$81.9M
Discretionary$80.2M
Non-Disc.$1.7M
Employees3
Clients100
DateAug 2016
Total AUM$78.4M
Discretionary$78.4M
Non-Disc.$0
Employees3
Clients100
DateMar 2016
Total AUM$78.4M
Discretionary$78.4M
Non-Disc.$0
Employees3
Clients100
DateOct 2015
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees3
Clients100
DateApr 2015
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees3
Clients100
DateApr 2015
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees3
Clients100
DateJan 2014
Total AUM$90.4M
Discretionary$90.2M
Non-Disc.$200K
Employees3
Clients100
DateApr 2013
Total AUM$95.3M
Discretionary$95.1M
Non-Disc.$200K
Employees3
Clients100
DateApr 2012
Total AUM$91.6M
Discretionary$90.6M
Non-Disc.$1M
Employees1
Clients26
DateJul 2011
Total AUM$81.7M
Discretionary$81.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$81.7M
Discretionary$81.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$48.9M
Discretionary$48.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$59.1M
Discretionary$56.1M
Non-Disc.$3M
Employees5
Clients--
DateOct 2005
Total AUM$64.1M
Discretionary$63.6M
Non-Disc.$500K
Employees5
Clients--
DateFeb 2005
Total AUM$70.5M
Discretionary$70M
Non-Disc.$500K
Employees5
Clients--
DateOct 2001
Total AUM$64.4M
Discretionary$64.4M
Non-Disc.$0
Employees5
Clients--