Newport Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$21,012,092
Clients
17
Advisors
1
of 1 employees
About
Newport Investment Advisors, Inc. provides wealth management and portfolio management services to individuals, corporations, non-profits, foundations, trusts and qualified plans, using mutual funds, exchange-traded funds, individual securities, CDs, bonds and treasury securities. Financial planning is used to define client objectives and is integrated into portfolio management rather than offered as a separate standalone service.
The firm manages accounts on both discretionary and non-discretionary bases and accommodates client-imposed restrictions; non-discretionary accounts require consultation with the client prior to implementing changes. Its investment process draws on fundamental, economic, technical and cyclical analysis and can include long- and short-term trading, strategic asset allocation and selected use of structured notes.
An uncommon feature in this peer group is that the firm also offers tax and accounting services in addition to investment advisory services, though clients are not required to use those services. The brochure shows an atypical asset mix for an independent adviser as of December 31, 2025 — $18,054,495 in non-discretionary assets versus $5,590,924 in discretionary assets — reflecting a predominantly non-discretionary AUM profile.
Client services
Expertise
Fee options
Fixed fees are negotiable and established by agreement, charged in arrears, not to exceed $500 prepayment and 6 months advance.
Less than $500,000 - $500,000: 0.75% $500,001 - $1,000,000: 0.50% $1,000,001 - $1,500,000: 0.25% $1,500,001 - $2,000,000: 0.125%
Main office
1350 West Prairie Dr
Sycamore IL 60178-3166
Advisors at this office
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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