AdvisorRanked
100
Clean

NEWSONG CAPITAL MANAGEMENT, INC.

10 BELLEGRASS BLVD, HATTIESBURG, MS 39402
Fiduciaryfee-onlySEC Registered
601-909-6117 www.linkedin.com/in/lancerwilliams/ CRD #296877
$100M
Assets Managed
1
Clients
3
Employees
0
Years Active
since 2026

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46094. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 0 years.

Firm Details

Legal NameNEWSONG CAPITAL MANAGEMENT, INC.
CRD Number#296877
SEC RegisteredYes
Registration Date2026-03-16
States RegisteredMS
Assets Under Management$100M
Number of Clients1
Employees3
Compensation Typefee-only
Last ADV Filing46094

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Frequently Asked Questions

Is NEWSONG CAPITAL MANAGEMENT, INC. a fiduciary?

Yes. NEWSONG CAPITAL MANAGEMENT, INC. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does NEWSONG CAPITAL MANAGEMENT, INC. charge clients?

NEWSONG CAPITAL MANAGEMENT, INC. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does NEWSONG CAPITAL MANAGEMENT, INC. have any complaints?

No. NEWSONG CAPITAL MANAGEMENT, INC. has zero complaints or disciplinary actions on file with the SEC or FINRA across 0 years of operation.

How does NEWSONG CAPITAL MANAGEMENT, INC. compare to other advisors in HATTIESBURG?

NEWSONG CAPITAL MANAGEMENT, INC. has a Red Flag Score of 100/100. There are 4 registered advisory firms in HATTIESBURG. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46094. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.