# Newport Investment Advisors

Newport Investment Advisors is a Bank / Wealth / Trust based in Beachwood, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Beachwood, United States
- **Region:** North America
- **Address:** Cleveland, OH, United States
- **Founded:** 1988
- **Assets under management:** Undisclosed
- **Website:** getnewport.com
- **LinkedIn:** https://www.linkedin.com/company/newport-investment-advisors-inc

## Regulatory record

- **CRD number:** 113175
- **SEC file number:** 801-130254
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Founded in 1988 and headquartered in Cleveland, Newport Investment Advisors is a registered investment advisor serving a client base that spans individuals, businesses, labor organizations, and non-profit institutions. The firm operates as a traditional wealth-management practice, distinguishing its service model through the combination of financial planning and discretionary portfolio management under a fiduciary framework. Newport's investment advisory services center on constructing and managing portfolios for clients with distinct liability streams and institutional constraints. The firm's Taft-Hartley practice serves labor-union pension plans, a specialized segment demanding actuarial awareness alongside investment discipline. For individual and business clients, Newport integrates retirement planning, tax-aware asset location, and ongoing portfolio rebalancing. The firm's investment committee oversees manager selection and asset allocation across traditional asset classes — equities, fixed income, and cash equivalents — with a managed-account structure that keeps client assets custodied at third-party institutions. Scale and team size are not publicly disclosed. Philanthropic advisory services support the non-profit institutions in its client roster. Across these constituencies, Newport's posture reflects the local-firm archetype: concentrated in a geography, high-touch in service delivery, and reliant on long-tenure relationships rather than a national brand or proprietary investment products. Newport's structural profile sets it apart from the family offices and institutional allocators that dominate alternative-asset discourse. As an RIA advising union pension plans, the firm navigates ERISA fiduciary duties and Department of Labor regulatory requirements that frame its entire investment process. That regulatory anchor shapes a conservative portfolio construction philosophy — one in which liquidity management and income generation typically precede venture exposure or illiquid alternatives. Succession planning for the firm's own advisory team remains an unaddressed public question; if founder-led, the practice's continuity may depend on a next-generation transition that has not yet been signaled publicly.

## Questions

### Who custody Newport's client assets?

Newport Investment Advisors operates as a discretionary manager that does not self-custody. Like most RIAs, the firm uses third-party custodians to hold client assets, maintaining separation between advisory authority and asset safekeeping. The specific custodial relationship has not been publicly named.

## Related profiles

- [Newport Group Consulting](https://altss.com/profile/newport-group-consulting)
- [Newport News Employees' Retirement Fund](https://altss.com/profile/newport-news-va-employees-retirement-fund-nnerf)

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Updated: 2026-08-11T02:43:31.692Z

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