# NEWPORT GROUP CONSULTING, LLC

NEWPORT GROUP CONSULTING, LLC of LAKE MARY, FL is an SEC-registered investment adviser.

## Registration

- CRD: 140944
- Type: SEC-registered investment adviser
- SEC file number: 801-66908
- Location: 300 PRIMERA BLVD., SUITE 200, LAKE MARY, FL, 32746
- Phone: 407-333-2905
- Latest filing: 2026-07-30
- Regulatory AUM: $5.1B
- Discretionary AUM: $5.1B
- Clients: 31
- Accounts: 3,768

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Pooled vehicles, Pensions, Charities, Investment cos, Other

## Officers, owners & control persons (28)

_Showing 25 of 28 people._

| Name | Role | Location |
| --- | --- | --- |
| Michael Robert Folmer | TREASURER AND VP OF TAX & FINANCE | — |
| Robert Barry Kaplan | CHIEF COMPLIANCE OFFICER AND SECRETARY | — |
| Matthew Edwin Meyer | PRESIDENT AND MANAGER | — |
| Teresa Jean Sherrard | VICE PRESIDENT | — |
| MOORE RAYMOND ANDREW | CHIEF COMPLIANCE OFFICER/CIO/PRESIDENT; CIO/PRESIDENT; PRESIDENT/COO | — |
| THOMASSON BURGESS ALFRED | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER - DAILYACCESS; PRESIDENT (+1 more) | — |
| WOOD GREGORY T | CHIEF FINANCIAL OFFICER/MANAGEMENT COMMITTEE; CHIEF OPERATING OFFICER/MANAGEMENT COMMITTEE; VICE PRESIDENT AND CHIEF OPERATING OFFICER | — |
| SCHWARZBERG HENRY | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| DEKLE CARL D | SECRETARY AND TREASURER | — |
| THOMASSON ALBERT FERDINAND | SH | — |
| SHERRARD TERESA JEAN | VICE PRESIDENT | — |
| MELZER MENDEL ALLEN | PRESIDENT | — |
| BRADY ROBERT EDWARD | TREASURER | — |
| TYBOROWSKI CHRISTOPHER PAUL | MANAGING DIRECTOR | — |
| KAPLAN MARTIN BARRY | CHIEF COMPLIANCE OFFICER; SECRETARY | — |
| WOOD JAMES OTHA | CHIEF COMPLIANCE OFFICER | — |
| MATTHEW JAMES MICHAEL | CHIEF FINANCIAL OFFICER/MANAGEMENT COMMITTEE; MANAGEMENT COMMITTEE | — |
| LANING KURT JAMES | MANAGER; VICE PRESIDENT, DIRECTOR | — |
| SCHREIBER STEVEN FRANCIS | EXECUTIVE DIRECTOR, INVESTMENTS | — |
| SPEER EDWARD DEAN | CFO - DAILYACCESS; PRESIDENT & COO; VICE PRESIDENT FINANCE AND ACCOUNTING (+1 more) | — |
| HAVLIN SEAN NOEL | TREASURER | — |
| FEHR STEPHEN J | TREASURER | — |
| FOLMER MICHAEL ROBERT | TREASURER AND VP OF TAX & FINANCE | — |
| SZEKELY GIGI KLARA | CCO; CCO & SVP, ERMO; CHIEF COMPLIANCE OFFICER | — |
| MEYER MATTHEW EDWIN | PRESIDENT; PRESIDENT AND DIRECTOR; PRESIDENT AND MANAGER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140944/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140944/similar
- Related entities: https://search.stillhousedata.com/firm/140944/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140944

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.