# Newsouth Capital Management Inc

> 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.

- CRD: 110676
- Filed as: NEWSOUTH CAPITAL MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Memphis, TN
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110676
- AdvisorCensus page: https://advisorcensus.com/firm/newsouth-capital-management-inc-memphis-tn-110676

## Quick answers

**How is Newsouth Capital Management Inc compensated?**
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.

**Where is Newsouth Capital Management Inc located?**
Newsouth Capital Management Inc's principal office is in Memphis, TN, according to its Form ADV.

**Is Newsouth Capital Management Inc registered with the SEC or a state?**
Newsouth Capital Management Inc is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 110676.

**How much does Newsouth Capital Management Inc manage?**
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).

**How have Newsouth Capital Management Inc's assets and staff changed since 2021?**
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.

**What types of clients does Newsouth Capital Management Inc serve?**
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).

**Which custodians does Newsouth Capital Management Inc use?**
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.

**Does Newsouth 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/110676

**What changed in Newsouth Capital Management Inc's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- Northern Trust
- Raymond James
- State Street

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: $2,233,319,046
- Discretionary: $2,233,319,046
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,342,371 |
| High net worth individuals | 99 | $628,110,537 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $118,844,240 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $405,984,949 |
| Charitable organizations | 33 | $602,629,475 |
| State or municipal government entities (including government pension plans) | 4 | $327,454,367 |
| Corporations or other businesses not listed above | 6 | $120,793,034 |
| Other | 2 | $27,160,073 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1985 (41 years)
- Employees: 11 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, CA, FL, GA, IL, KS, LA, NY, OH, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [newsouthcapital.com](https://newsouthcapital.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,570,020,364 | 11 | July 1, 2021 |
| October 2022 | $2,832,723,566 | 11 | June 28, 2022 |
| October 2023 | $2,343,810,534 | 11 | June 26, 2023 |
| October 2024 | $2,618,008,797 | 11 | June 26, 2024 |
| October 2025 | $2,208,893,771 | 11 | June 25, 2025 |
| October 2026 | $2,233,319,046 | 11 | August 10, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Newsouth Capital Management Inc (CRD 110676): Form ADV filing data as of October 2026.