$100.4M Total AUM
$99.3M Disc. AUM
-- 3Y CAGR
3 Employees
142 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Vital alphaRadial alpha
- Established Date
- 04-25-2019
- Office Locations
- 2
Office Locations
10 Bellegrass Blvd Hattiesburg MS
-- Hoover AL
About Newsong Capital Management, Inc.
NewSong Capital Management is a state-registered investment adviser based in Hattiesburg, MS (est. 2023) providing active, personalized portfolio management alongside pension consulting, financial planning, and 401(k) retirement plan support. The firm emphasizes transparent, hands-on risk selection using market trends and volatility management to pursue client return goals outside traditional mutual fund/hedge fund approaches. Custody includes Interactive Brokers.
Team overview
47 AVG AGE
$100.4M AVG AUM / ADVISOR
$707.1K AVG AUM / CLIENT
5.3 yrs AVG TENURE
3 Employees
1 Advisory Reps
2 RIA Reps
7yrs Firm Age
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Asset Classes
Fusion Focus Peak Pioneer foundation
Client Personas
Peak Optima pathway
Custodian
Wave
Investment Themes
Beacon bridge
Investment Vehicles
Catalyst bridge
Services
Beacon Optima beacon Ember Peak vector Vertex
Technology
Harbor momentum Zenith meridian
Owner & Executives
LANCE R WILLIAMS
Chief Compliance Officer, FOUNDER
- CRD
- #4748625
- Ownership
- 75% or more
(851) 687-7444
crest.bridge@wavecapital.com
in linkedin.com/in/pioneer-peak
Showing 1 of 1 owners & executives
Unlock allContacts
Ernest Lee Smith Jr.
--
- CRD
- #4460078
(505) 689-1254
quantum.atlas@focuscapital.com
in linkedin.com/in/horizon-summit
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,326,789 | $461,985 |
| Non-Discretionary | $1,079,204 | $1,079,204 |
| Total | $100,405,993 | $464,843 |
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Separately Managed Accounts
Total SMA Asset: $100,405,993
Equity - OTC:
49.6% Equity - Exchange:
37.7% Cash:
12.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $3,116,904,135 | 49.6% |
| Equity - Exchange | $2,369,098,506 | 37.7% |
| Cash | $798,078,276 | 12.7% |
| Total | $6,284,080,917 | 100.0% |