| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin M Holeski | Vice President | Under 5% | 2013 |
| Kenneth Michael Holeski Control | Chief Executive Officer, President, Chief Compliance Officer | Over 75% | 1989 |
Newport Investment Advisors Inc reports $158.9 million in regulatory assets under management on its Form ADV.
Newport Investment Advisors Inc reports 2 employees.
Newport Investment Advisors Inc is based in Beachwood, OH and has been SEC-registered since 2024.
Newport Investment Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 23775 Commerce Park, Suite 3, Beachwood, OH 44122 |
| Phone | 216-514-5151 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $156.3M |
| Non-discretionary | $2.6M |
| Total (RAUM) | $158.9M |