NEWPORT GROUP CONSULTING, LLC
CRD #140944 SEC #801-66908 LAKE MARY, FL 407-333-2905
SEC Registered
Total AUM
$4.4B
Discretionary
$4.4B
Employees
28
Clients
--
Accounts
3,858
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $4.4B | $4.4B | $0 | 28 | 328 |
| Aug 2025 | $4.4B | $4.4B | $0 | 28 | 328 |
| Mar 2025 | $4.4B | $4.4B | $0 | 28 | 328 |
| Jan 2025 | $2.6B | $2.6B | $0 | 30 | 197 |
| Oct 2024 | $2.6B | $2.6B | $0 | 30 | 197 |
| Oct 2024 | $2.6B | $2.6B | $0 | 30 | 197 |
| Aug 2024 | $2.6B | $2.6B | $0 | 30 | 197 |
| May 2024 | $2.6B | $2.6B | $0 | 30 | 197 |
| May 2024 | $2.6B | $2.6B | $0 | 30 | 197 |
| Mar 2024 | $2.6B | $2.6B | $0 | 30 | 197 |
| Dec 2023 | $10.4B | $634M | $9.8B | 38 | 0 |
| Dec 2023 | $10.4B | $634M | $9.8B | 38 | 0 |
| Sep 2023 | $10.4B | $634M | $9.8B | 38 | 0 |
| Jul 2023 | $10.4B | $634M | $9.8B | 38 | 0 |
| Jun 2023 | $10.4B | $634M | $9.8B | 38 | 0 |
| May 2023 | $10.4B | $634M | $9.8B | 38 | 0 |
| Apr 2023 | $10.4B | $634M | $9.8B | 38 | 0 |
| Mar 2023 | $10.4B | $634M | $9.8B | 38 | 0 |
| Dec 2022 | $13B | $941.5M | $12.1B | 50 | 0 |
| Oct 2022 | $13B | $941.5M | $12.1B | 50 | 0 |
| May 2022 | $13B | $941.5M | $12.1B | 50 | 0 |
| May 2022 | $13B | $941.5M | $12.1B | 50 | 0 |
| Mar 2022 | $13B | $941.5M | $12.1B | 50 | 0 |
| Jan 2022 | $11.7B | $652.7M | $11B | 54 | 0 |
| Dec 2021 | $11.7B | $652.7M | $11B | 54 | 0 |
| Apr 2021 | $11.7B | $652.7M | $11B | 54 | 0 |
| Mar 2021 | $11.7B | $652.7M | $11B | 54 | 0 |
| Nov 2020 | $7B | $338.6M | $6.6B | 54 | 0 |
| Aug 2020 | $7B | $338.6M | $6.6B | 54 | 0 |
| Jul 2020 | $7B | $338.6M | $6.6B | 54 | 0 |
| Apr 2020 | $7B | $338.6M | $6.6B | 32 | 0 |
| Mar 2020 | $7B | $338.6M | $6.6B | 32 | 0 |
| Jan 2020 | $2.7B | $280.8M | $2.4B | 32 | 0 |
| Dec 2019 | $2.7B | $280.8M | $2.4B | 32 | 0 |
| Oct 2019 | $2.7B | $280.8M | $2.4B | 32 | 0 |
| Oct 2019 | $2.7B | $280.8M | $2.4B | 32 | 0 |
| Sep 2019 | $2.7B | $280.8M | $2.4B | 32 | 0 |
| Jul 2019 | $2.7B | $280.8M | $2.4B | 32 | 0 |
| Jun 2019 | $2.7B | $280.8M | $2.4B | 32 | 0 |
| May 2019 | $2.7B | $280.8M | $2.4B | 32 | 0 |
| Mar 2019 | $2.7B | $280.8M | $2.4B | 32 | 0 |
| Dec 2018 | $1.3B | $297.4M | $1B | 0 | 0 |
| Oct 2018 | $1.3B | $297.4M | $1B | 0 | 0 |
| Sep 2018 | $990.2M | $253.6M | $736.6M | 0 | 0 |
| Aug 2018 | $990.2M | $253.6M | $736.6M | 0 | 0 |
| May 2018 | $990.2M | $253.6M | $736.6M | 0 | 0 |
| Apr 2018 | $990.2M | $253.6M | $736.6M | 0 | 0 |
| Mar 2018 | $990.2M | $253.6M | $736.6M | 0 | 0 |
| Mar 2018 | $990.2M | $253.6M | $736.6M | 0 | 0 |
| Mar 2018 | $990.2M | $253.6M | $736.6M | 0 | 0 |
| Dec 2017 | $989.9M | $233.7M | $756.1M | 0 | 0 |
| Dec 2017 | $989.9M | $233.7M | $756.1M | 0 | 0 |
| Oct 2017 | $989.9M | $233.7M | $756.1M | 0 | 0 |
| Jul 2017 | $989.9M | $233.7M | $756.1M | 0 | 110 |
| Jun 2017 | $989.9M | $233.7M | $756.1M | 0 | 110 |
| Jun 2017 | $989.9M | $233.7M | $756.1M | 0 | 110 |
| May 2017 | $989.9M | $233.7M | $756.1M | 0 | 110 |
| May 2017 | $989.9M | $233.7M | $756.1M | 0 | 110 |
| Mar 2017 | $820.3M | $249.9M | $570.4M | 0 | 110 |
| Mar 2017 | $864.8M | $218M | $646.8M | 6 | 110 |
| Apr 2016 | $864.8M | $218M | $646.8M | 6 | 110 |
| Mar 2016 | $864.8M | $218M | $646.8M | 6 | 110 |
| Apr 2015 | $816.2M | $181.6M | $634.6M | 6 | 110 |
| Mar 2015 | $816.2M | $181.6M | $634.6M | 6 | 110 |
| Dec 2014 | $622.2M | $136.6M | $485.6M | 10 | 100 |
| Jul 2014 | $622.2M | $136.6M | $485.6M | 10 | 100 |
| Mar 2014 | $622.2M | $136.6M | $485.6M | 10 | 100 |
| Mar 2013 | $465M | $96.9M | $368.2M | 10 | 26 |
| Mar 2013 | $465M | $96.9M | $368.2M | 10 | 26 |
| Apr 2012 | $323.1M | $44.4M | $278.7M | 1 | 26 |
| Mar 2011 | $382.7M | $23.2M | $359.4M | 5 | -- |
| Feb 2011 | $318.5M | $0 | $318.5M | 5 | -- |
| Feb 2011 | $318.5M | $0 | $318.5M | 5 | -- |
| Jan 2011 | $318.5M | $0 | $318.5M | 5 | -- |
| Mar 2010 | $318.5M | $0 | $318.5M | 5 | -- |
| Apr 2007 | $100M | $0 | $100M | 5 | -- |
| Apr 2007 | $70M | $0 | $70M | 5 | -- |
| Jan 2007 | $67M | $0 | $67M | 5 | -- |
| Jan 2007 | $60M | $0 | $60M | 5 | -- |
| Nov 2006 | $56M | $0 | $56M | 5 | -- |
DateNov 2025
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees28
Clients328
DateAug 2025
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees28
Clients328
DateMar 2025
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees28
Clients328
DateJan 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees30
Clients197
DateOct 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees30
Clients197
DateOct 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees30
Clients197
DateAug 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees30
Clients197
DateMay 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees30
Clients197
DateMay 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees30
Clients197
DateMar 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees30
Clients197
DateDec 2023
Total AUM$10.4B
Discretionary$634M
Non-Disc.$9.8B
Employees38
Clients0
DateDec 2023
Total AUM$10.4B
Discretionary$634M
Non-Disc.$9.8B
Employees38
Clients0
DateSep 2023
Total AUM$10.4B
Discretionary$634M
Non-Disc.$9.8B
Employees38
Clients0
DateJul 2023
Total AUM$10.4B
Discretionary$634M
Non-Disc.$9.8B
Employees38
Clients0
DateJun 2023
Total AUM$10.4B
Discretionary$634M
Non-Disc.$9.8B
Employees38
Clients0
DateMay 2023
Total AUM$10.4B
Discretionary$634M
Non-Disc.$9.8B
Employees38
Clients0
DateApr 2023
Total AUM$10.4B
Discretionary$634M
Non-Disc.$9.8B
Employees38
Clients0
DateMar 2023
Total AUM$10.4B
Discretionary$634M
Non-Disc.$9.8B
Employees38
Clients0
DateDec 2022
Total AUM$13B
Discretionary$941.5M
Non-Disc.$12.1B
Employees50
Clients0
DateOct 2022
Total AUM$13B
Discretionary$941.5M
Non-Disc.$12.1B
Employees50
Clients0
DateMay 2022
Total AUM$13B
Discretionary$941.5M
Non-Disc.$12.1B
Employees50
Clients0
DateMay 2022
Total AUM$13B
Discretionary$941.5M
Non-Disc.$12.1B
Employees50
Clients0
DateMar 2022
Total AUM$13B
Discretionary$941.5M
Non-Disc.$12.1B
Employees50
Clients0
DateJan 2022
Total AUM$11.7B
Discretionary$652.7M
Non-Disc.$11B
Employees54
Clients0
DateDec 2021
Total AUM$11.7B
Discretionary$652.7M
Non-Disc.$11B
Employees54
Clients0
DateApr 2021
Total AUM$11.7B
Discretionary$652.7M
Non-Disc.$11B
Employees54
Clients0
DateMar 2021
Total AUM$11.7B
Discretionary$652.7M
Non-Disc.$11B
Employees54
Clients0
DateNov 2020
Total AUM$7B
Discretionary$338.6M
Non-Disc.$6.6B
Employees54
Clients0
DateAug 2020
Total AUM$7B
Discretionary$338.6M
Non-Disc.$6.6B
Employees54
Clients0
DateJul 2020
Total AUM$7B
Discretionary$338.6M
Non-Disc.$6.6B
Employees54
Clients0
DateApr 2020
Total AUM$7B
Discretionary$338.6M
Non-Disc.$6.6B
Employees32
Clients0
DateMar 2020
Total AUM$7B
Discretionary$338.6M
Non-Disc.$6.6B
Employees32
Clients0
DateJan 2020
Total AUM$2.7B
Discretionary$280.8M
Non-Disc.$2.4B
Employees32
Clients0
DateDec 2019
Total AUM$2.7B
Discretionary$280.8M
Non-Disc.$2.4B
Employees32
Clients0
DateOct 2019
Total AUM$2.7B
Discretionary$280.8M
Non-Disc.$2.4B
Employees32
Clients0
DateOct 2019
Total AUM$2.7B
Discretionary$280.8M
Non-Disc.$2.4B
Employees32
Clients0
DateSep 2019
Total AUM$2.7B
Discretionary$280.8M
Non-Disc.$2.4B
Employees32
Clients0
DateJul 2019
Total AUM$2.7B
Discretionary$280.8M
Non-Disc.$2.4B
Employees32
Clients0
DateJun 2019
Total AUM$2.7B
Discretionary$280.8M
Non-Disc.$2.4B
Employees32
Clients0
DateMay 2019
Total AUM$2.7B
Discretionary$280.8M
Non-Disc.$2.4B
Employees32
Clients0
DateMar 2019
Total AUM$2.7B
Discretionary$280.8M
Non-Disc.$2.4B
Employees32
Clients0
DateDec 2018
Total AUM$1.3B
Discretionary$297.4M
Non-Disc.$1B
Employees0
Clients0
DateOct 2018
Total AUM$1.3B
Discretionary$297.4M
Non-Disc.$1B
Employees0
Clients0
DateSep 2018
Total AUM$990.2M
Discretionary$253.6M
Non-Disc.$736.6M
Employees0
Clients0
DateAug 2018
Total AUM$990.2M
Discretionary$253.6M
Non-Disc.$736.6M
Employees0
Clients0
DateMay 2018
Total AUM$990.2M
Discretionary$253.6M
Non-Disc.$736.6M
Employees0
Clients0
DateApr 2018
Total AUM$990.2M
Discretionary$253.6M
Non-Disc.$736.6M
Employees0
Clients0
DateMar 2018
Total AUM$990.2M
Discretionary$253.6M
Non-Disc.$736.6M
Employees0
Clients0
DateMar 2018
Total AUM$990.2M
Discretionary$253.6M
Non-Disc.$736.6M
Employees0
Clients0
DateMar 2018
Total AUM$990.2M
Discretionary$253.6M
Non-Disc.$736.6M
Employees0
Clients0
DateDec 2017
Total AUM$989.9M
Discretionary$233.7M
Non-Disc.$756.1M
Employees0
Clients0
DateDec 2017
Total AUM$989.9M
Discretionary$233.7M
Non-Disc.$756.1M
Employees0
Clients0
DateOct 2017
Total AUM$989.9M
Discretionary$233.7M
Non-Disc.$756.1M
Employees0
Clients0
DateJul 2017
Total AUM$989.9M
Discretionary$233.7M
Non-Disc.$756.1M
Employees0
Clients110
DateJun 2017
Total AUM$989.9M
Discretionary$233.7M
Non-Disc.$756.1M
Employees0
Clients110
DateJun 2017
Total AUM$989.9M
Discretionary$233.7M
Non-Disc.$756.1M
Employees0
Clients110
DateMay 2017
Total AUM$989.9M
Discretionary$233.7M
Non-Disc.$756.1M
Employees0
Clients110
DateMay 2017
Total AUM$989.9M
Discretionary$233.7M
Non-Disc.$756.1M
Employees0
Clients110
DateMar 2017
Total AUM$820.3M
Discretionary$249.9M
Non-Disc.$570.4M
Employees0
Clients110
DateMar 2017
Total AUM$864.8M
Discretionary$218M
Non-Disc.$646.8M
Employees6
Clients110
DateApr 2016
Total AUM$864.8M
Discretionary$218M
Non-Disc.$646.8M
Employees6
Clients110
DateMar 2016
Total AUM$864.8M
Discretionary$218M
Non-Disc.$646.8M
Employees6
Clients110
DateApr 2015
Total AUM$816.2M
Discretionary$181.6M
Non-Disc.$634.6M
Employees6
Clients110
DateMar 2015
Total AUM$816.2M
Discretionary$181.6M
Non-Disc.$634.6M
Employees6
Clients110
DateDec 2014
Total AUM$622.2M
Discretionary$136.6M
Non-Disc.$485.6M
Employees10
Clients100
DateJul 2014
Total AUM$622.2M
Discretionary$136.6M
Non-Disc.$485.6M
Employees10
Clients100
DateMar 2014
Total AUM$622.2M
Discretionary$136.6M
Non-Disc.$485.6M
Employees10
Clients100
DateMar 2013
Total AUM$465M
Discretionary$96.9M
Non-Disc.$368.2M
Employees10
Clients26
DateMar 2013
Total AUM$465M
Discretionary$96.9M
Non-Disc.$368.2M
Employees10
Clients26
DateApr 2012
Total AUM$323.1M
Discretionary$44.4M
Non-Disc.$278.7M
Employees1
Clients26
DateMar 2011
Total AUM$382.7M
Discretionary$23.2M
Non-Disc.$359.4M
Employees5
Clients--
DateFeb 2011
Total AUM$318.5M
Discretionary$0
Non-Disc.$318.5M
Employees5
Clients--
DateFeb 2011
Total AUM$318.5M
Discretionary$0
Non-Disc.$318.5M
Employees5
Clients--
DateJan 2011
Total AUM$318.5M
Discretionary$0
Non-Disc.$318.5M
Employees5
Clients--
DateMar 2010
Total AUM$318.5M
Discretionary$0
Non-Disc.$318.5M
Employees5
Clients--
DateApr 2007
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees5
Clients--
DateApr 2007
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees5
Clients--
DateJan 2007
Total AUM$67M
Discretionary$0
Non-Disc.$67M
Employees5
Clients--
DateJan 2007
Total AUM$60M
Discretionary$0
Non-Disc.$60M
Employees5
Clients--
DateNov 2006
Total AUM$56M
Discretionary$0
Non-Disc.$56M
Employees5
Clients--