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NEWSOUTH CAPITAL MANAGEMENT INC

999 S. Shady Grove Road
Suite 501
Memphis, Tennessee 38120-4129
Tel: 901-761-5561

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About NEWSOUTH CAPITAL MANAGEMENT INC

NEWSOUTH CAPITAL MANAGEMENT INC, formally registered with the SEC as NEWSOUTH CAPITAL MANAGEMENT INC. The firm was established in 06/21/1985. They have over 1 offices throughout the country.

NEWSOUTH CAPITAL MANAGEMENT INC is a Memphis, Tennessee based Financial Planning firm with nearly $2,618,008,797 assets under management, offering retirement planning & investment advisory services to 175 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110676
SEC#801-24716
Assets Managed by Firm$2,618,008,797
No. of Clients175
No. of Advisors11

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total175$2,618,008,797
Individuals (other than high net worth individuals)10$4,021,725
High net worth individuals100$687,837,360
Pension and profit sharing plans11$461,899,557
Charitable organizations38$810,677,246
Corporations or other businesses7$113,902,653

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