Firm
Newsong Capital Management
Hattiesburg, Mississippi
Fee-only
Newsong Capital Management at a glance
- One of 32 fee-only firms based in Mississippi in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 142 individual clients, 40 of them high net worth.
- Its average account is about $465,000 (assets it manages divided by its 216 accounts).
Facts
| Based in | Hattiesburg, Mississippi |
|---|---|
| Website | newsongcapital.com |
| [email protected] | |
| Phone | (601) 909-6117 |
Newsong Capital Management fees
Newsong Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Subscription · Fixed fees |
|---|---|
| Assets managed | $100 million |
| Individual clients | 102 |
| High-net-worth clients | 40 |
| Accounts managed | 216 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-135348) |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 296877 |