Lance Williams
Newsong Capital Management · Hattiesburg, Mississippi
Lance Williams is a fee-only financial advisor at Newsong Capital Management in Hattiesburg, Mississippi. Newsong Capital Management reports charging a percentage of assets, a subscription and fixed fees on its Form ADV.
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Facts
| Firm | Newsong Capital Management |
|---|---|
| Based in | Hattiesburg, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets · Subscription · Fixed fees |
| Assets under management | $100.4M across 216 accounts |
| SEC registration | Investment adviser representative in AL, CA, LA, MS, TN, TX · CRD 4748625 |
| Exams passed | Series 63 (2004) · Series 65 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | newsongcapital.com |
How Lance's firm compares
- Newsong Capital Management's average account is about $465,000, from its Form ADV (assets managed divided by 216 accounts).
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Questions about Lance
Is Lance Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lance holds no broker registration, and Newsong Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lance charge for financial advice?
Lance's firm, Newsong Capital Management, reports charging a percentage of assets, a subscription and fixed fees on its SEC Form ADV.
Where is Lance Williams based?
Lance Williams is based in Hattiesburg, Mississippi.
Is Lance Williams registered with the SEC?
Yes. Lance Williams is registered as an investment adviser representative in AL, CA, LA, MS, TN and TX (CRD 4748625), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Newsong Capital Management manage?
Newsong Capital Management reports $100.4M across 216 accounts in assets under management.
How do I contact Lance Williams?
Through Lance's website, newsongcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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