Newport Investment Advisors Inc
● SEC registered since 2024CRD 113175SEC# 801-130254Beachwood, OH
Reg. AUM
$198M
Employees
2
Accounts
176
Location
Beachwood, OH
Newport Investment Advisors Inc assets under management
Newport Investment Advisors Inc is a registered investment adviser overseen by the SEC based in Beachwood, OH. The firm has been registered since 2024. It reports $198 million in regulatory assets under management and employs 2 people.
Newport Investment Advisors Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin M Holeski | Vice President | Under 5% | 2013 |
| Kenneth Michael Holeski Control | Chief Executive Officer, President, Chief Compliance Officer | Over 75% | 1989 |
Frequently asked questions
How much does Newport Investment Advisors Inc manage?
Newport Investment Advisors Inc reports $198 million in regulatory assets under management on its Form ADV.
How many employees does Newport Investment Advisors Inc have?
Newport Investment Advisors Inc reports 2 employees.
Where is Newport Investment Advisors Inc located?
Newport Investment Advisors Inc is based in Beachwood, OH and has been SEC-registered since 2024.
Does Newport Investment Advisors Inc disclose fund performance?
Newport Investment Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 23775 Commerce Park, Suite 3, Beachwood, OH 44122 |
| Phone | 216-514-5151 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$198M▲ 25%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$198Mregulatory AUM
Discretionary $194.8MNon-discretionary $3.2M