NewSong Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$100,405,993
Total clients
142
28% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
142
Average account size
$707,084
Client services
Fee options
Annual flat fee for pension plans (minimum $1,500); Financial planning one-time fee $2,500
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.75% $10,000,000 - $20,000,000: 0.50% $20,000,000 - $30,000,000: 0.40% $30,000,000 - $50,000,000: 0.30% $50,000,000+: 0.25%
Minimum fee: Minimum annual flat fee of $1,500 for pension plans when charged as a flat fee Fee-only: Financial planning fees: $2,500 one-time fee plus $125 per month ongoing
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
NewSong Capital Management, Inc.
10 Bellegrass Blvd
Hattiesburg MS 39402, United States
Number of offices
3
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")