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NEWPORT GROUP CONSULTING, LLC
CRD 140944File 801-66908
APPROVED
Custody
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.05B
Top 25% of cohort (national)
Discretionary AUM
$5.05B
Clients
3,761
3,768 accounts
Employees
31
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 20, 2006
- Principal office
- 300 PRIMERA BLVD., SUITE 200, LAKE MARY, FL, 32746
- Phone
- 407-333-2905
- Website
- HTTPS://WWW.ASCENSUS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.05B
- Discretionary AUM
- $5.05B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,768
- Non-discretionary accounts
- 0
- Total accounts
- 3,768
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 3,761 | $5.05B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PERCENTAGE OF ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.