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Newport Investment Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,645,419
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
17
94% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$1,390,907
About
Newport Investment Advisors, Inc. offers wealth management and portfolio management services to a diverse set of clients, including individuals, corporations, non-profits, foundations, trusts and qualified plans, integrating financial planning into the advisory process (financial planning is not offered as a standalone service). The firm manages accounts using a range of investment vehicles such as mutual funds, ETFs, individual securities, CDs, bonds and treasury securities.
The firm provides both discretionary and non-discretionary investment management and, based on its reported assets, manages the majority of client assets on a non-discretionary basis, which generally requires client consultation before implementing changes. Investment decisions incorporate fundamental, economic, technical and cyclical analysis and may include use of structured notes alongside traditional fixed income and equity instruments.
A distinguishing feature is that the firm also offers tax and accounting services in addition to investment management, an arrangement that is less common among independent advisors and may allow for closer coordination of tax and investment matters. The firm serves a relatively small number of clients with concentrated assets, documents and accommodates client-imposed trading restrictions, does not participate in wrap fee programs, and does not take custody of client assets except for authorized fee deductions.
Client services
Portfolio management
Expertise
Active portfolio management
General tax planning
Fee options
Fixed fees negotiated with clients; fixed fee arrangements are for one year and typically charged in arrears; advance payments limited to $500 max and 6 months in advance.
Main office location
Newport Investment Advisors, Inc.
1350 West Prairie Dr
Sycamore IL 60178-3166, United States
Number of offices
1
Most active in
Newport Investment Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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