Newport Group Consulting, LLC
● SEC registered since 2006CRD 140944SEC# 801-66908Lake Mary, FL
Reg. AUM
$5.05B
Employees
31
Accounts
3,768
Location
Lake Mary, FL
Newport Group Consulting, LLC assets under management
Newport Group Consulting, LLC is an SEC-registered investment adviser based in Lake Mary, FL. The firm has been registered since 2006. It reports $5.1 billion in regulatory assets under management and employs 31 people.
Newport Group Consulting, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Edwin Meyer Control | President And Manager | Under 5% | 2017 |
| Michael Robert Folmer Control | Treasurer And Vp Of Tax & Finance | Under 5% | 2022 |
| Newport Group, Inc. Control | 100% Owner | Over 75% | 2016 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Newport Group Consulting, LLC manage?
Newport Group Consulting, LLC reports $5.1 billion in regulatory assets under management on its Form ADV.
How many employees does Newport Group Consulting, LLC have?
Newport Group Consulting, LLC reports 31 employees.
Where is Newport Group Consulting, LLC located?
Newport Group Consulting, LLC is based in Lake Mary, FL and has been SEC-registered since 2006.
Does Newport Group Consulting, LLC disclose fund performance?
Newport Group Consulting, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 Primera Blvd., Suite 200, Lake Mary, FL 32746 |
| Phone | 407-333-2905 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.05B▲ 97%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$5.05Bregulatory AUM
Discretionary $5.05B