Newport Group Consulting, Llc
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 140944
· SEC file 801-66908
· Lake Mary, FL
· www.linkedin.com
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ADV data as of Jul 30, 2026
- Regulatory AUM
- $5.1B
- Discretionary
- $5.1B
- Clients
- 3,761
- Avg AUM / client
- $1.3M
- Accounts
- 3,768
- Employees
- 31
AUM over time
$323M
$13.0B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 3,761 | $5.1B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (24)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Edwin Meyer | President And Manager | Apr 2017 (9y) | Less than 5% | |
| Folmer, Michael, Robert | Treasurer And Vp Of Tax & Finance | Apr 2022 (4y) | Less than 5% | |
| Sherrard, Teresa, Jean | Vice President | Apr 2022 (4y) | Less than 5% | |
| Kaplan, Robert, Barry | Chief Compliance Officer | Dec 2022 (4y) | Less than 5% | |
| Lindsey Elizabeth Ellis | Registered representative | Apr 2013 (13y) | ||
| Paul Robert Moehle | Registered representative | CFA | Apr 2017 (9y) | |
| Paul Gerald Escobar | Registered representative | May 2017 (9y) | ||
| Steven Francis Schreiber | Registered representative | CFA | May 2017 (9y) | |
| Steve Lee Williams | Registered representative | CFA | Jan 2018 (9y) | |
| Eddie Bryan Allen | Registered representative | Jan 2018 (9y) | ||
| Jane Elizabeth Keller | Registered representative | Jan 2018 (9y) | ||
| Michael Douglas Shannon | Registered representative | CFA | Jan 2018 (9y) | |
| Julie Merritt Leinenbach | Registered representative | CFA | Feb 2018 (9y) | |
| Andrew Philip Arigo | Registered representative | Mar 2018 (8y) | ||
| Justin Tyler Feather | Registered representative | Jun 2019 (7y) | ||
| Nadir Rashid Minocher | Registered representative | Jan 2022 (5y) | ||
| Trenton James Holec | Registered representative | Feb 2022 (4y) | ||
| Philip Bradford Kidd | Registered representative | Nov 2022 (4y) | ||
| Alexander Marcus | Registered representative | Dec 2022 (4y) | ||
| Jeffrey Marshall Bush | Registered representative | Jan 2025 (2y) | ||
| Scott Kenneth Koviak | Registered representative | CFA | Jan 2025 (2y) | |
| Viorica Wildes | Registered representative | CFA | Jun 2025 (1y) | |
| Katie Lynn Wright | Registered representative | Aug 2025 (1y) | ||
| Matthew Paul Waggoner | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Newport Group, Inc. | Owner | Mar 2016 | A | 75% or more |
| Ignite Acquiror, Inc | 100% Owner Of Newport Group Holdings Ii, Inc. | Apr 2022 | B | ≈ 42.19% – 100% via Newport Group Holdings Ii, Inc. |
| Newport Group Holdings Ii, Inc. | 100% Owner Of Newport Group, Inc. | Sep 2018 | B | ≈ 56.25% – 100% via Newport Group, Inc. |
| Ascensus Group, Llc | 100% Owner Of Ignite Acquiror, Inc | Jan 2018 | B | ≈ 31.64% – 100% via Ignite Acquiror, Inc |
| Ascensus Group Holdings, Inc. | 100% Owner Ascensus Holdings, Inc. | Jan 2018 | B | ≈ 17.8% – 100% via Ascensus Holdings, Inc. |
| Mercury Intermediate Ii, Inc. | 100% Owner Of Ascensus Group Holdings, Inc. | Aug 2021 | B | ≈ 13.35% – 100% via Ascensus Group Holdings, Inc. |
| Mercury Intermediate I, Inc. | 100% Owner Of Mercury Intermediate Ii, Inc. | Aug 2021 | B | ≈ 10.01% – 100% via Mercury Intermediate Ii, Inc. |
| Mercury Parent Holdings, Inc. | 100% Owner Of Mercury Intermediate I, Inc. | Aug 2021 | B | ≈ 7.51% – 100% via Mercury Intermediate I, Inc. |
| Ascensus Holdings, Inc. | 100% Owner Of Ascensus Group, Llc | Jan 2018 | B | ≈ 23.73% – 100% via Ascensus Group, Llc |
| Trident Viii, L.P | 29.4% Owner Of Mercury Parent Holdings, Inc. | Aug 2021 | B | ≈ 1.88% – 50% via Mercury Parent Holdings, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ignite Acquiror, Inc: 75% – 100% of Newport Group Holdings Ii, Inc. × 75% – 100% of Newport Group, Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Newport Group Holdings Ii, Inc.: 75% – 100% of Newport Group, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Ascensus Group, Llc: 75% – 100% of Ignite Acquiror, Inc × 75% – 100% of Newport Group Holdings Ii, Inc. × 75% – 100% of Newport Group, Inc. × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ascensus Group Holdings, Inc.: 75% – 100% of Ascensus Holdings, Inc. × 75% – 100% of Ascensus Group, Llc × 75% – 100% of Ignite Acquiror, Inc × 75% – 100% of Newport Group Holdings Ii, Inc. × 75% – 100% of Newport Group, Inc. × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Mercury Intermediate Ii, Inc.: 75% – 100% of Ascensus Group Holdings, Inc. × 75% – 100% of Ascensus Holdings, Inc. × 75% – 100% of Ascensus Group, Llc × 75% – 100% of Ignite Acquiror, Inc × 75% – 100% of Newport Group Holdings Ii, Inc. × 75% – 100% of Newport Group, Inc. × 75% – 100% direct ≈ 13.35% – 100% of the firm
- Mercury Intermediate I, Inc.: 75% – 100% of Mercury Intermediate Ii, Inc. × 75% – 100% of Ascensus Group Holdings, Inc. × 75% – 100% of Ascensus Holdings, Inc. × 75% – 100% of Ascensus Group, Llc × 75% – 100% of Ignite Acquiror, Inc × 75% – 100% of Newport Group Holdings Ii, Inc. × 75% – 100% of Newport Group, Inc. × 75% – 100% direct ≈ 10.01% – 100% of the firm
- Mercury Parent Holdings, Inc.: 75% – 100% of Mercury Intermediate I, Inc. × 75% – 100% of Mercury Intermediate Ii, Inc. × 75% – 100% of Ascensus Group Holdings, Inc. × 75% – 100% of Ascensus Holdings, Inc. × 75% – 100% of Ascensus Group, Llc × 75% – 100% of Ignite Acquiror, Inc × 75% – 100% of Newport Group Holdings Ii, Inc. × 75% – 100% of Newport Group, Inc. × 75% – 100% direct ≈ 7.51% – 100% of the firm
- Ascensus Holdings, Inc.: 75% – 100% of Ascensus Group, Llc × 75% – 100% of Ignite Acquiror, Inc × 75% – 100% of Newport Group Holdings Ii, Inc. × 75% – 100% of Newport Group, Inc. × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Trident Viii, L.P: 25% – 50% of Mercury Parent Holdings, Inc. × 75% – 100% of Mercury Intermediate I, Inc. × 75% – 100% of Mercury Intermediate Ii, Inc. × 75% – 100% of Ascensus Group Holdings, Inc. × 75% – 100% of Ascensus Holdings, Inc. × 75% – 100% of Ascensus Group, Llc × 75% – 100% of Ignite Acquiror, Inc × 75% – 100% of Newport Group Holdings Ii, Inc. × 75% – 100% of Newport Group, Inc. × 75% – 100% direct ≈ 1.88% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (19)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ewing Foley, Inc. Salary Deferral Plan | Ewing Foley, Inc. | 118 | $18.7M | 07/01/2024 |
| Lafpi Profit Sharing Plan | L.A. Fuess Partners, Inc. | 124 | $24.9M | 01/01/2024 |
| Wick Communications Co. Section 401(k) Ret | Wick Communications Co. | 242 | $10.0M | 01/01/2024 |
| Lgc 401(k) Savings Plan | Lgc | 1,210 | $110M | 01/01/2024 |
| Ascensus Secure Retirement Pooled Employer Plan | Newport Group, Inc. | 11,059 | $206M | 01/01/2024 |
| Herbalife International Of America, Inc. Employees 401(k) Profit Sharing | Herbalife International Of America, Inc. | 2,229 | $417M | 01/01/2024 |
| Bwi Companies, Inc. 401(k) Plan | Bwi Companies, Inc. | 601 | $67.4M | 01/01/2024 |
| Fidelity National Information Services, Inc. 401(k) Profit Sharing Plan | Fidelity National Information Services, Inc. | 18,321 | $4.7B | 01/01/2024 |
| La Posada Employee Savings And Retirement Plan | La Posada At Park Centre, Inc. | 536 | $21.0M | 01/01/2024 |
| Scintilla 401(k) Plan | Scintilla Eg Holdings, Inc. | 377 | $31.0M | 01/01/2024 |
| Royomartin Retirement Plan | Martco, L.L.C | 1,275 | $269M | 01/01/2024 |
| Presbyterian Medical Services Discretionary Contribution Plan | Presbyterian Medical Services | 861 | $38.0M | 01/01/2024 |
| Calvert Internal Medicine Group, P.A. 401(k) Profit Sharing Plan | Calvert Internal Medicine Group, P.A. | 123 | $42.0M | 01/01/2024 |
| Alcora Corporation 401(k) Plan | Alcora Corporation | 256 | $11.7M | 01/01/2024 |
| Kindering Center 403(b) Plan | Kindering Center | 276 | $18.3M | 01/01/2024 |
| Bank Hapoalim B.M. Pension Plan | Bank Hapoalim B.M. | 74 | $63.1M | 01/01/2024 |
| Savewisetm Pooled Employer Plan | Newport Group, Inc. | 22,638 | $431M | 01/01/2024 |
| Hepa 401(k) Profit Sharing Plan | Hawaii Emergency Physicians Associated, Inc. | 92 | $63.9M | 01/01/2024 |
| Central States Enterprises Llc 401(k) Plan | Central States Enterprises Llc | 54 | $7.5M | 01/01/2021 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Ascensus Trust Company $3.6B (72% of AUM) Mar 2026
- Mid Atlantic Trust Company $449M (45% of AUM) Aug 2018
- Reliance Trust Company $264M (27% of AUM) Aug 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗