Overview
Assets Under Management: $100 million
Headquarters: HATTIESBURG, MS
High-Net-Worth Clients: 40
Average Client Assets: $1.7 million
Frequently Asked Questions
NEWSONG CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #296877), NEWSONG CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
NEWSONG CAPITAL MANAGEMENT, INC. is headquartered in HATTIESBURG, MS.
NEWSONG CAPITAL MANAGEMENT, INC. serves 40 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, NEWSONG CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
NEWSONG CAPITAL MANAGEMENT, INC. manages $100 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, NEWSONG CAPITAL MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.00%
Average Client Assets: $1.7 million
Total Client Accounts: 216
Discretionary Accounts: 215
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 296877
Filing ID: 2072504
Last Filing Date: 2026-03-13 13:26:46