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NEWPORT GROUP CONSULTING, LLC
CRD 140944File 801-66908
APPROVED
Custody
Filing as of Aug 17, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 28 | 31 | increased by3 |
| Apr 1, 2026 | Clients | 3,838 | 3,761 | decreased by77 |
| Apr 1, 2026 | AUM | $4,397,492,520 | $5,051,048,817 | increased by$653,556,297 |
| Apr 1, 2026 | Accounts | 3,858 | 3,768 | decreased by90 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 50 | 28 | decreased by22 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 367 | 3,838 | increased by3,471 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $13,026,941,351 | $4,397,492,520 | decreased by$8,629,448,831 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 399 | 3,858 | increased by3,459 |
| Apr 1, 2022 | Employees | 54 | 50 | decreased by4 |
| Apr 1, 2022 | Clients | 178 | 367 | increased by189 |
| Apr 1, 2022 | AUM | $11,694,075,689 | $13,026,941,351 | increased by$1,332,865,662 |
| Apr 1, 2022 | Accounts | 203 | 399 | increased by196 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEWPORT GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEWPORT GROUP” may also match similarly-named firms). Confirm identity against each filing.
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.