Newport Group Consulting, LLC
Lake Mary, FL·SEC-registered · CRD #140944
Newport Group Consulting, LLC is an SEC-registered investment advisory firm in Lake Mary, FL managing $5.1B across 3.8k client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.1B
Client accounts
3.8k
Advisory staff
14
Fee model
Fee-based
How Newport Group Consulting, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Newport Group Consulting, LLC
How much does Newport Group Consulting, LLC manage?
Per its most recent SEC Form ADV filing (03/25/2026), Newport Group Consulting, LLC reports $5.1B in regulatory assets under management across roughly 3.8k client accounts.
How does Newport Group Consulting, LLC charge?
Newport Group Consulting, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Newport Group Consulting, LLC a fiduciary?
Yes. Newport Group Consulting, LLC is registered with the U.S. Securities and Exchange Commission (CRD #140944), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Newport Group Consulting, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Newport Group Consulting, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Lake Mary, FL
Profile compiled from Newport Group Consulting, LLC's public SEC Form ADV filing (CRD #140944, filed 03/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Newport Group Consulting, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Newport Group Consulting, LLC? Claim this profile.