HATTIESBURG, MSCRD 296877Latest ADV March 13, 2026
Newsong Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Hattiesburg, MS. Its latest Form ADV filing, dated March 13, 2026, reports $100M in regulatory assets under management, 3 employees, 2 offices, and 216 accounts.
Assets Under Management
$100M
Employees
3
Offices
2 offices
Total Clients
142
Primary office
HATTIESBURG, MS
10 BELLEGRASS BLVD, HATTIESBURG, MS, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Subscription fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.8% of total clients.
Top client categories% of clientsClients
1
Individuals
71.8%
102
2
HNWI
28.2%
40
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$100Mas of March 13, 2026
Discretionary98.9%
$99M
99% of total RAUM98.9%
Non-discretionary1.1%
$1M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$100M
Total Accounts216
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee47:1
10Y Employee Change—
* 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.