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NEWSONG CAPITAL MANAGEMENT, INC.
CRD 296877File 801-135348
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$100.4M
Bottom 25% of cohort (national)
Discretionary AUM
$99.3M
Non-discretionary $1.1M
Clients
142
216 accounts
Employees
3
Bottom 25% of cohort in MS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 16, 2026
- Principal office
- 10 BELLEGRASS BLVD, HATTIESBURG, MS, 39402
- Phone
- 601-909-6117
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $100.4M
- Discretionary AUM
- $99.3M
- Non-discretionary AUM
- $1.1M
- Discretionary accounts
- 215
- Non-discretionary accounts
- 1
- Total accounts
- 216
- AUM per client
- $707K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 40 | $68.3M |
| Individuals (other than high net worth individuals) | 102 | $32.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.