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NEWSOUTH CAPITAL MANAGEMENT INC
CRD 110676File 801-24716
APPROVED
Retail clients
Custody
Filing as of Aug 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.23B
Top 25% of cohort (national)
Discretionary AUM
$2.23B
Clients
155
157 accounts
Employees
11
Top 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 21, 1985
- Principal office
- 999 S. SHADY GROVE ROAD, SUITE 501, MEMPHIS, TN, 38120-4129
- Phone
- 901-761-5561
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.23B
- Discretionary AUM
- $2.23B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 157
- Non-discretionary accounts
- 0
- Total accounts
- 157
- AUM per client
- $14.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $120.8M |
| Charitable organizations | 33 | $602.6M |
| High net worth individuals | 99 | $628.1M |
| Pooled investment vehicles | 1 | $118.8M |
| Pension and profit sharing plans | 6 | $406.0M |
| State or municipal government entities | 4 | $327.5M |
| Individuals (other than high net worth individuals) | 6 | $2.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 157 | 155 | decreased by2 |
| Jul 1, 2026 | Clients | 170 | 157 | decreased by13 |
| Jul 1, 2026 | AUM | $2,208,893,771 | $2,233,319,046 | increased by$24,425,275 |
| Jul 1, 2026 | Accounts | 170 | 157 | decreased by13 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 175 | 170 | decreased by5 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $2,618,008,797 | $2,208,893,771 | decreased by$409,115,026 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 175 | 170 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 204 | 175 | decreased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,832,723,566 | $2,618,008,797 | decreased by$214,714,769 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 205 | 175 | decreased by30 |
| Jul 1, 2022 | Clients | 211 | 204 | decreased by7 |
| Jul 1, 2022 | AUM | $3,570,020,364 | $2,832,723,566 | decreased by$737,296,798 |
| Jul 1, 2022 | Accounts | 212 | 205 | decreased by7 |
| Aug 1, 2021 | Employees | 12 | 11 | decreased by1 |
| Jul 1, 2021 | Employees | 11 | 12 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEWSOUTH CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEWSOUTH CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.