Newport Group Consulting, LLC

Overview

Newport Group Consulting, LLC is an SEC registered investment adviser based in Lake Mary, FL, registered since 2006. It reports $5.1B in assets under management across 3,768 accounts, with 31 employees. It has 22 investment adviser representatives.

Reported AUM

$5.1B

Discretionary

100%

Accounts

3,768

Average account

$1.3M

Employees

31

Advisory reps

22

Registered since

2006

Jurisdictions

50

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Other Fees and Percentage of Assets

Executive officers 3 of 3

• Matthew Edwin Meyer President, Manager CRD 3037038
• David Bruce Macinnis Chief Compliance Officer, Secretary CRD 3184368
• Michael Robert Folmer Treasurer, Vice President of Tax and Finance CRD 5655451

Advisory reps 3 of 22

• Eddie Bryan Allen Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1280627
• Andrew P Arigo Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2949837
• Jeffrey Marshall Bush Registered Rep · Investment Adviser Rep CRD 6320850

19 more advisory reps, with emails, phones and branch locations

Location

Headquarters

300 Primera Blvd Ste 200
Lake Mary, FL 32746

County

Seminole

Metro area

Orlando-Kissimmee-Sanford, FL

Region

South

Registrations

• SEC registered
• Registered in 50 jurisdictions
• Website: ascensus.com

Every state, with registration dates

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