SourcingSourcing

NEWPORT INVESTMENT ADVISORS INC

A65
CRD 113175·SEC 801-130254·BEACHWOOD, OH
AUM
$198.0M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$594K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NEWPORT INVESTMENT ADVISORS INC
CRD
113175
SEC file #
801-130254
EIN
—
DBA names
—

Economics

AUM
$198.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$158.9M → $198.0M▲ +25%
Client mix
Individuals Other44
Individuals High Net Worth31
Corporations6
Pension Profit Sharing Plans5
Other2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
BEACHWOOD OH
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitymedium confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
newport.us

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOLESKI, KENNETH, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HOLESKI, KENNETH, MICHAEL
HOLESKI, JUSTIN, M
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
124,674
Form 5500 Compensation Trajectory 3y
2026113,337
202511,337
Form 5500 Plan Count Trajectory 3y
20251
20261
Schedule C Total Compensation
124,674
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Window
Fidelity1
Full
E*trade4
Fidelity3
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1286071
Trust Company Affiliate
No

People (2)

2
HOLESKI, KENNETH, MICHAEL
IAR · Direct Owner · 87.5%
1286071
HOLESKI, JUSTIN, M
IAR · Executive Officer · 2.5%
5818022