NEWPORT SECURITIES CORPORATION

RIASEC Registered
Total AUM
$92.3M
Discretionary
$92.3M
100% of AUM
Avg account
$3.7M
Accounts
25
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
8250
Fee structure
Percentage of AUM
Client types
  • HNWI99.61%
  • Individuals0.39%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Newport Securities Corporation is a small, boutique advisory firm focused on managing portfolios for individuals and small businesses. The firm charges a percentage-of-assets fee and operates as a discretionary manager across its client base, which favors liquid equity exposure. Newport shows a clear preference for exchange-traded equities as the primary allocation tool, while keeping a sleeve of third‑party alternative managers available for clients who need income, yield or private-market diversification. Newport is not positioned as an ESG-driven or multi‑state adviser and does not list pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • JEFFREY KILPATRICK

    PresidentCRD 845948

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth