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NEWSOUTH CAPITAL MANAGEMENT INC
CRD 110676File 801-24716
APPROVED
Retail clients
Custody
Filing as of Aug 10, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 157 | 155 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.