NEWPORT SECURITIES CORPORATION
Firm details
- Headquarters
- ,
- CRD number
- 8250
- Website
- www.newportsecurities.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.61%
- Individuals0.39%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Contacts
1 of 1JEFFREY KILPATRICK
PresidentCRD 845948
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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