Newsouth Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Memphis, TN. Its latest Form ADV filing, dated June 25, 2025, reports $2.2B in regulatory assets under management, 11 employee, and 170 accounts.
Assets Under Management
$2.2B
Employees
11
Offices
--
Total Clients
170
Primary office
MEMPHIS, TN
999 S. SHADY GROVE ROAD, SUITE 501, MEMPHIS, TN, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.2% of total clients.
Top client categories% of clientsClients
1
HNWI
61.2%
104
2
Charitable
21.2%
36
3
Individuals
5.9%
10
4
Pension Plans
3.5%
6
5
Corporations
3.5%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of June 25, 2025
Discretionary100.0%
$2.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.2B
Total Accounts170
10Y AUM Change$-2.4B (-51.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee15:1
10Y Employee Change-1 (-8.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.