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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

NEWPORT INVESTMENT ADVISORS INC

CRD 113175

BEACHWOOD, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eb86364d-d41a-0793-d6c2-9ba15497cb07

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 4, 2012 to Apr 1, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.27 fund_share=0.33 institutional_share=0.31 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $198MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $195M
Private client RAUM: $53.1MderivedItem 5.D individuals plus high net worth individuals
Private client share: 27%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $99.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 176
Individual clients: 44
High net worth clients: 31
SEC number: 801-130254
CRD: 113175
Filings on the tape: 17
First filed: Apr 4, 2012
Latest filed: Apr 1, 2026
Organised: Corporation, OH
Website: newport.us

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JUSTIN M HOLESKI	n/a	BEACHWOOD, OH	9	15	n/a	no
KENNETH MICHAEL HOLESKI	n/a	BEACHWOOD, OH	9	37	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HOLESKI, KENNETH, MICHAEL	CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER	E	yes	04/1989	Apr 4, 2012	Apr 16, 2024
HOLESKI, JUSTIN, M	VICE PRESIDENT	Na	no	03/2013	Jan 30, 2014	Apr 16, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$198M	$195M	2	2	0	n/a	n/a
2024	Apr 2, 2025	$159M	$156M	2	2	0	n/a	n/a
2016	Mar 7, 2017	$81.9M	$80.2M	3	2	n/a	n/a	n/a
2015	Mar 30, 2016	$78.4M	$78.4M	3	2	n/a	n/a	n/a
2014	Apr 14, 2015	$90.0M	$90.0M	3	2	n/a	n/a	n/a
2013	Jan 30, 2014	$90.4M	$90.2M	3	2	n/a	n/a	n/a
2012	Apr 1, 2013	$95.3M	$95.1M	3	2	n/a	n/a	n/a
2011	Apr 4, 2012	$91.6M	$90.6M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$198M	$159M	24.6%	n/a	n/a	2	2	0	0

Relationships

Registered with (2)

← KENNETH MICHAEL HOLESKIAdvisorregistration: current employment
Dec 2, 2016 to presentfactForm ADV
← JUSTIN M HOLESKIAdvisorregistration: current employment
Oct 11, 2016 to presentfactForm ADV

Controls (1)

← HOLESKI, KENNETH, MICHAELOwnerCHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 4, 2012 to Apr 16, 2024factForm ADV

Owns (1)

← HOLESKI, JUSTIN, MOwnerVICE PRESIDENT, ownership code NA, individual
Jan 30, 2014 to Apr 16, 2024factForm ADV

Dated events

Occurred
Apr 11, 2024
First Form ADV filing
Newport Investment Advisors Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eb86364d-d41a-0793-d6c2-9ba15497cb07
First observed: Apr 4, 2012
Last observed: Apr 1, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NEWPORT INVESTMENT ADVISORS INC

CRD 113175

BEACHWOOD, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eb86364d-d41a-0793-d6c2-9ba15497cb07

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JUSTIN M HOLESKI

n/a

BEACHWOOD, OH

n/a

KENNETH MICHAEL HOLESKI

n/a

BEACHWOOD, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HOLESKI, KENNETH, MICHAEL

CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

04/1989

Apr 4, 2012

Apr 16, 2024

HOLESKI, JUSTIN, M

VICE PRESIDENT

03/2013

Jan 30, 2014

Apr 16, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$198M

$195M

n/a

2024

Apr 2, 2025

$159M

$156M

n/a

2016

Mar 7, 2017

$81.9M

$80.2M

n/a

2015

Mar 30, 2016

$78.4M

n/a

2014

Apr 14, 2015

$90.0M

n/a

2013

Jan 30, 2014

$90.4M

$90.2M

n/a

2012

Apr 1, 2013

$95.3M

$95.1M

n/a

2011

Apr 4, 2012

$91.6M

$90.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$198M

$159M

24.6%

n/a