# New Perspectives, Inc.

> New Perspectives, Inc. is an SEC-registered investment advisory firm in Ridgeland, MS, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.

- CRD: 113925
- Filed as: NEW PERSPECTIVES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ridgeland, MS
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/113925
- AdvisorCensus page: https://advisorcensus.com/firm/new-perspectives-inc-ridgeland-ms-113925

## Quick answers

**How is New Perspectives, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), New Perspectives, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is New Perspectives, Inc. located?**
New Perspectives, Inc.'s principal office is in Ridgeland, MS, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is New Perspectives, Inc. registered with the SEC or a state?**
New Perspectives, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 113925.

**How much does New Perspectives, Inc. manage?**
New Perspectives, Inc. reports $308,681,773 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (100% discretionary).

**How have New Perspectives, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for New Perspectives, Inc.: Regulatory assets under management: $175,000,000 in the October 2021 data and $308,681,773 in the October 2026 data, up 76%. Total employees: 4 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does New Perspectives, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (323); high net worth individuals (91); charitable organizations (9).

**Which custodians does New Perspectives, Inc. use?**
New Perspectives, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does New Perspectives, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/113925

**What changed in New Perspectives, Inc.'s recent Form ADV filings?**
In the September 2026 filing data: Added an office in Brevard, NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $308,681,773
- Discretionary: $308,681,773
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 323 | $95,361,262 |
| High net worth individuals | 91 | $205,784,055 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Charitable organizations | 9 | $7,536,456 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, CO, FL, LA, MD, MS, NC, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Brevard, NC

### Websites listed on Form ADV (Item 1.I)
- newper.blogspot.com
- newper.com
- Facebook @NEWPERINC
- Instagram @PIGGYPLANIT
- Instagram @newper25
- LinkedIn @3021554
- X @NEWPERMS
- YouTube @newperspectivesinc.9697

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $175,000,000 | 4 | June 24, 2021 |
| October 2022 | $189,862,000 | 5 | March 25, 2022 |
| October 2023 | $205,017,000 | 5 | September 28, 2023 |
| October 2024 | $239,761,389 | 5 | March 8, 2024 |
| October 2025 | $288,641,711 | 5 | March 28, 2025 |
| October 2026 | $308,681,773 | 8 | August 4, 2026 |

Regulatory assets under management: $175,000,000 in the October 2021 data and $308,681,773 in the October 2026 data, up 76%.
Total employees: 4 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Added an office in Brevard, NC.

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Registered or notice-filed in CO.

### January 2026
- No longer registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New Perspectives, Inc. (CRD 113925): Form ADV filing data as of October 2026.