# Newsong Capital Management, Inc.

> Newsong Capital Management, Inc. is an SEC-registered investment advisory firm in Hattiesburg, MS, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 296877
- Filed as: NEWSONG CAPITAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hattiesburg, MS
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296877
- AdvisorCensus page: https://advisorcensus.com/firm/newsong-capital-management-inc-hattiesburg-ms-296877

## Quick answers

**How is Newsong Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Newsong Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**Where is Newsong Capital Management, Inc. located?**
Newsong Capital Management, Inc.'s principal office is in Hattiesburg, MS, according to its Form ADV.

**Is Newsong Capital Management, Inc. registered with the SEC or a state?**
Newsong Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 296877.

**How much does Newsong Capital Management, Inc. manage?**
Newsong Capital Management, Inc. reports $100,405,993 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (99% discretionary).

**What types of clients does Newsong Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (40).

**Which custodians does Newsong Capital Management, Inc. use?**
Newsong Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Newsong Capital Management, 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/296877

**Does Newsong Capital Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated January 15, 2026 says: "NewSong does not require a minimum account balance for our investment management services."

**What changed in Newsong Capital Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 15, 2026)

- Account minimum: None

> NewSong does not require a minimum account balance for our investment management services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

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: $100,405,993
- Discretionary: $99,326,789
- Non-discretionary: $1,079,204

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $32,129,918 |
| High net worth individuals | 40 | $68,276,075 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, LA, MS, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- newsongcapital.com
- Facebook @NewSongWealth
- LinkedIn @lancerwilliams

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Newsong Capital Management, Inc. (CRD 296877): Form ADV filing data as of October 2026.