# Newport Group Consulting

Newport Group Consulting is a Bank / Wealth / Trust based in Lake Mary, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lake Mary, United States
- **Region:** North America
- **Address:** Lake Mary, FL, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** newportgroupconsulting.com
- **LinkedIn:** https://www.linkedin.com/company/newport-consulting-group-inc.

## Regulatory record

- **CRD number:** 140944
- **SEC file number:** 801-66908
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140944

## About

Newport Group Consulting is an SEC-registered investment adviser in Lake Mary, FL, registered since 2006. The firm manages $5.1 billion in regulatory assets. It has 31 employees and 14 investment advisers.

## Questions

### Where does Newport Group Consulting's client base concentrate geographically?

The client base concentrates in Central Florida, specifically the Lake Mary, Orlando, and surrounding Seminole County area. This suburban corridor north of Orlando hosts a concentration of professional-service firms and wealth management practices serving the region's high-net-worth population. No secondary office locations or multi-state registration footprints have been identified in the public record.

## Related profiles

- [Newport Capital Group](https://altss.com/profile/newport-capital-group)
- [Newport Investment Advisors](https://altss.com/profile/newport-investment-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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