{
  "crd_number": 110676,
  "slug": "newsouth-capital-management-inc-memphis-tn-110676",
  "primary_business_name": "NEWSOUTH CAPITAL MANAGEMENT INC",
  "legal_name": "NEWSOUTH CAPITAL MANAGEMENT INC",
  "dbas": [],
  "city": "Memphis",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "32820",
  "metro": {
    "cbsa_code": "32820",
    "common_name": "Memphis",
    "msa_name": "Memphis, TN-MS-AR",
    "path": "/advisors/tn/memphis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1985-06-21",
  "years_registered": 41,
  "period": "2026-10-01",
  "filing_date": "2026-08-10",
  "carried_forward": false,
  "raum_total": 2233319046.0,
  "raum_discretionary": 2233319046.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 11,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 27160073.0,
      "count": 2,
      "description": "PARTNERSHIPS"
    },
    "charitable": {
      "raum": 602629475.0,
      "count": 33
    },
    "individuals": {
      "raum": 2342371.0,
      "count": 6
    },
    "state_municipal": {
      "raum": 327454367.0,
      "count": 4
    },
    "pension_profit_sharing": {
      "raum": 405984949.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 628110537.0,
      "count": 99
    },
    "pooled_investment_vehicles": {
      "raum": 118844240.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 120793034.0,
      "count": 6
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "CA",
    "FL",
    "GA",
    "IL",
    "KS",
    "LA",
    "NY",
    "OH",
    "TN",
    "TX",
    "WI"
  ],
  "websites": [
    "https://newsouthcapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110676",
  "city_as_filed": "MEMPHIS",
  "url": "https://advisorcensus.com/firm/newsouth-capital-management-inc-memphis-tn-110676",
  "display_name": "Newsouth Capital Management Inc",
  "summary": "Newsouth Capital Management Inc is an SEC-registered investment advisory firm in Memphis, TN, registered since 1985, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 10, 2026.",
  "citation": "AdvisorCensus. Newsouth Capital Management Inc (CRD 110676): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Newsouth Capital Management Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Newsouth Capital Management Inc reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Newsouth Capital Management Inc located?",
      "a": "Newsouth Capital Management Inc's principal office is in Memphis, TN, according to its Form ADV."
    },
    {
      "q": "Is Newsouth Capital Management Inc registered with the SEC or a state?",
      "a": "Newsouth Capital Management Inc is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 110676."
    },
    {
      "q": "How much does Newsouth Capital Management Inc manage?",
      "a": "Newsouth Capital Management Inc reports $2,233,319,046 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Newsouth Capital Management Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Newsouth Capital Management Inc: Regulatory assets under management: $3,570,020,364 in the October 2021 data and $2,233,319,046 in the October 2026 data, down 37%. Total employees: 11 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Newsouth Capital Management Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (99); charitable organizations (33); individuals (other than high net worth individuals) (6)."
    },
    {
      "q": "Which custodians does Newsouth Capital Management Inc use?",
      "a": "Newsouth Capital Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, Northern Trust, Raymond James and State Street as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Newsouth Capital Management Inc report any disciplinary disclosures?",
      "a": "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/110676"
    },
    {
      "q": "What changed in Newsouth Capital Management Inc's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3570020364.0,
      "total_employees": 11,
      "filing_date": "2021-07-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2832723566.0,
      "total_employees": 11,
      "filing_date": "2022-06-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2343810534.0,
      "total_employees": 11,
      "filing_date": "2023-06-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2618008797.0,
      "total_employees": 11,
      "filing_date": "2024-06-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2208893771.0,
      "total_employees": 11,
      "filing_date": "2025-06-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2233319046.0,
      "total_employees": 11,
      "filing_date": "2026-08-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    },
    {
      "name": "Raymond James",
      "name_as_filed": "RAYMOND JAMES",
      "affiliated": false
    },
    {
      "name": "State Street",
      "name_as_filed": "STATE STREET",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/newsouth-capital-management-inc-memphis-tn-110676.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 2342371.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 99,
      "fewer_than_5": false,
      "raum": 628110537.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 118844240.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 405984949.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 33,
      "fewer_than_5": false,
      "raum": 602629475.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 327454367.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 120793034.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": false,
      "raum": 27160073.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110676",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}