Newport Investment Advisors Inc
Newport Investment Advisors Inc is an SEC-registered ria in Beachwood, OH with $198.0M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Newport Investment Advisors Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113175, SEC 801-130254, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $198.0M (2026-04-01)
- Firm type
- Ria
- Location
- Beachwood, OH
- Employees
- 2
- Clients
- 88
- CRD
- 113175
- Ownership
- HOLESKI, KENNETH, MICHAEL; HOLESKI, KENNETH MICHAEL; HOLESKI, JUSTIIN, M; HOLESKI, JUSTIN, M
How much AUM does Newport Investment Advisors Inc have?
Newport Investment Advisors Inc reported $198.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Newport Investment Advisors Inc?
Disclosed owners and executives of Newport Investment Advisors Inc include HOLESKI, KENNETH, MICHAEL, HOLESKI, KENNETH MICHAEL, HOLESKI, JUSTIIN, M, HOLESKI, JUSTIN, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.