# Newport Group Securities, Inc.: fundraiser

> Newport Group Securities, Inc. placed 58 company rounds filed with the SEC, most recently Mar 2026. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/newport-group-securities-inc (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / Newport Group Securities, Inc.

Fundraiser Registered broker-dealer

# Newport Group Securities, Inc.

FINRA 29722 · placing rounds since Jan 2016

**58** company rounds placed

**6** in the last two years, last Mar 2026

**$167.3B** sold in the rounds they placed

**6.0%** typical commission; the median firm takes 4.9%

Named on 61 Form D filings as paid to sell the offering: 58 for operating companies, 3 for funds. 21 registered agents named.

## Quarter by quarter

Company rounds they placed in each quarter, from the filings.

**1** 23Q4 **1** 24Q4 **1** 25Q4 **4** 26Q1

## What they place

- Insurance **100%**

## How big the rounds are

- Under $1M **36**
- $1M to $5M **23**
- $5M to $20M **17**
- $20M to $100M **13**
- $100M+ **22**

## Where the companies are

**OH** 84 **IN** 11 **NY** 8 **NC** 6 **CT** 1 **MA** 1

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/newport-group-securities-inc)[Everything, funds and real estate too](https://millionrounds.com/providers/newport-group-securities-inc?show=all)

Filed Issuer Industry Sold

Mar 2026 New York Life Insurance & Annuity Corp Agents: Newport Group Securities, Inc. Insurance **$546M**

Mar 2026 New York Life Insurance & Annuity Corp Agents: Newport Group Securities, Inc. Insurance **$1.8B**

Mar 2026 New York Life Insurance & Annuity Corp Agents: Newport Group Securities Inc. Insurance **$3.0B**

Mar 2026 New York Life Insurance & Annuity Corp Agents: Newport Group Securities, Inc. Insurance **$2.0B**

Dec 2025 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew P. Arigo, Curt Williams Burris, Eric Robert Przybilla Insurance **$2.7B**

Dec 2024 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew P. Arigo, Curt Williams Burris, David Cammack Insurance **$2.6B**

Dec 2023 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew P. Arigo, Curt Williams Burris, David Cammack Insurance **$2.4B**

Dec 2022 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew P. Arigo, Curt Williams Burris, David Cammack Insurance **$2.0B**

Dec 2021 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew P. Arigo, Brian Donofry, Curt Williams Burris Insurance **$1.7B**

Dec 2020 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew P. Arigo, Brian Donofry, David Cammack Insurance **$2.3B**

Dec 2019 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew P. Arigo, David Cammack, John M. Dahle Insurance **$1.8B**

Dec 2018 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew P. Arigo, David Cammack, Kenneth Dayton Insurance **$1.5B**

Dec 2017 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew P. Arigo, Kenneth Dayton, Michael D. Shannon Insurance **$1.1B**

Dec 2017 Metropolitan Life Insurance Co Agents: Various Agents Insurance **$8.5B**

Oct 2017 Nationwide BOLI Private Placement Variable Account Agents: William S Bethune Insurance **$750k**

Oct 2017 Nationwide Private Placement Variable Account Agents: Sean Devlin Insurance **$2.3M**

Oct 2017 Nationwide Private Placement Variable Account Agents: Eddie Allen, Michael D. Shannon Insurance **$5.5M**

Oct 2017 Nationwide Private Placement Variable Account Agents: Sean Devlin Insurance **$3.0M**

Sept 2017 BRIGHTHOUSE LIFE INSURANCE Co Agents: Various Insurance **$1.3B**

Sept 2017 BRIGHTHOUSE LIFE INSURANCE Co Agents: Stanley F. Eckert Insurance **$75M**

Aug 2017 Nationwide Private Placement Variable Account Agents: Jennifer M. Kephart Insurance **$190k**

Aug 2017 Nationwide BOLI Private Placement Variable Account Agents: Scott Bethune Insurance **$20M**

Jun 2017 Nationwide Private Placement Variable Account Agents: Thomas Cook Insurance **$3.4M**

Jun 2017 Nationwide BOLI Private Placement Variable Account Agents: William Scott Bethune Insurance **$15M**

Apr 2017 Nationwide Private Placement Variable Account Agents: Michael Shannon Insurance **$501k**

Apr 2017 Nationwide Private Placement Variable Account Agents: Andrew Arigo Insurance **$25k**

Apr 2017 Nationwide BOLI Private Placement Variable Account Agents: Bryant Kirk Insurance **$10M**

Mar 2017 Nationwide BOLI Private Placement Variable Account Agents: Bryant Kirk Insurance **$10M**

Mar 2017 Nationwide Private Placement Variable Account Agents: Sean Devlin Insurance **$5.7M**

Mar 2017 Nationwide Private Placement Variable Account Agents: John Dahle Insurance **$233k**

Mar 2017 Nationwide Private Placement Variable Account Agents: Sean Devlin Insurance **$1.4M**

Mar 2017 Nationwide Private Placement Variable Account - E Agents: Kevin Bachler Insurance **$4.0M**

Jan 2017 Nationwide Private Placement Variable Account Agents: Jennifer Kephart Insurance **$81k**

Jan 2017 Nationwide Private Placement Variable Account Agents: Christopher Parker Insurance **$6.9M**

Jan 2017 Nationwide Private Placement Variable Account Agents: Jennifer Kephart Insurance **$307k**

Jan 2017 Nationwide Private Placement Variable Account Agents: Eddie Allen, Michael Shannon Insurance **$6.6M**

Jan 2017 Nationwide Private Placement Variable Account Agents: Eddie Allen, Michael Shannon Insurance **$2.5M**

Dec 2016 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew P. Arigo, Kenneth Dayton, Michael D. Shannon Insurance **$783M**

Nov 2016 Nationwide Private Placement Variable Account Agents: William S. Bethune Insurance **$750k**

Oct 2016 Metropolitan Life Insurance Co Agents: Various Agents Insurance **$8.5B**

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

## Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

[**M Holdings Securities Inc.** 60 rounds together](https://millionrounds.com/providers/m-holdings-securities-inc)[**FAS Corp.** 37 rounds together](https://millionrounds.com/providers/fas-corp)[**Valmark Securities, Inc.** 29 rounds together](https://millionrounds.com/providers/valmark-securities-inc)[**Lion Street Financial** 29 rounds together](https://millionrounds.com/providers/lion-street-financial)[**Kestra Investment Services LLC** 29 rounds together](https://millionrounds.com/providers/kestra-investment-services-llc)[**UBS Financial Services Inc.** 26 rounds together](https://millionrounds.com/providers/ubs-financial-services-inc)

## Founders who worked with them

No one has said so yet.

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