Adviser Profile
| As of Date | 03/18/2026 |
| Registration status | Registration Changed to NEWSONG CAPITAL MANAGEMENT, INC. |
| ADV Location | HATTIESBURG, MS, United States |
| Contact Info | 601 xxxxxxx |
| Websites |
| AUM* | 100,405,993 43% |
| of that, discretionary | 99,326,789 55% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 464,843 39% |
| % High Net Worth | 28.17% -11% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds