RIA Intel›Advisers›Tennessee›NEW SOUTHERN ADVISORY SERVICES, INC.

NEW SOUTHERN ADVISORY SERVICES, INC.

Advisory

GERMANTOWN, TN

Data as of Aug 7, 2026 · Source: SEC Form ADV

Rank in TN

#373

of 380 advisers by AUM

Average account

$718K

across 56 accounts

AUM per adviser

$40M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 7, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$40M

Discretionary AUM$0

Non-Discretionary AUM$40M

Discretionary %0%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAR, TN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

21 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

PARTNERS CAPITAL, LLC

$40M

$41M

WORTHINGTON CAPITAL MANAGEMENT, LLC

$41M

TRENDZ ADVISORS, INC.

$39M

PORTFOLIO AUDIT, LLC FIDUCIARY INVESTMENT ADVISER

$38M

STRINGER ASSET MANAGEMENT, LLC

$42M

Get the full picture on NEW SOUTHERN ADVISORY SERVICES, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track NEW SOUTHERN ADVISORY SERVICES, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans