NewSong Capital Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
NewSong Capital Management reports 142 clients. They include 102 individual clients and 40 high-net-worth individuals. Of its assets, 98.9% ($99.3M across 215 accounts) are managed with discretion; $1.08M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 32% |
| High-net-worth individuals | 28% | 68% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 102 | $32.1M | 32.0% | $315K |
| High-net-worth individuals | 40 | $68.3M | 68.0% | $1.71M |
| Total | 142 | $100M | 100% | $707K |
- Clients
- 102
- Regulatory AUM
- $32.1M
- AUM share
- 32.0%
- Avg. per client
- $315K
- Clients
- 40
- Regulatory AUM
- $68.3M
- AUM share
- 68.0%
- Avg. per client
- $1.71M
Total
- Clients
- 142
- Regulatory AUM
- $100M
- AUM share
- 100%
- Avg. per client
- $707K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
NewSong Capital Management charges up to 1.50% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Fees
- Financial planning is billed a one-time fee of $2,500 in advance, plus $125 per month thereafter.
- Pension Plan Advisory Services
- Pension plan advisory services are charged an asset-based fee negotiated by plan size, or an annual flat fee with a $1,500 minimum.
Lance Williams owns 75% or more of NewSong Capital Management. The leadership team of NewSong Capital Management includes Chief Compliance Officer Lance Williams. It has 3 employees, 1 of them in advisory roles.
Leadership
Lance WilliamsFounder/Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 1 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Newsong Capital Management, Inc.
Lance Williams
Control person · since March 2018
Besides its headquarters, NewSong Capital Management has 2 offices (2 private residences, listed without an address), with 1 listed address in Mississippi.
Mississippi · 1 listed address
- 10 Bellegrass BLVD, HattiesburgHQ
Contact and registration details
- Legal name
- Newsong Capital Management, Inc.
- Headquarters
- 10 Bellegrass BLVD, Hattiesburg, MS 39402
- Website
- newsongcapital.com
- Phone
- 601-909-6117
- SEC file
- 801-135348
- Structure
- Mississippi corporation
- Fiscal year end
- December
NewSong Capital Management uses Interactive Brokers ($99.3M) as custodian for its separately managed accounts. NewSong Capital Management has custody of $64M in client assets for 105 clients.
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $99.3M100%
At year end, NewSong Capital Management’s separately managed accounts were mostly in stocks (96%).
What the accounts hold
- Stocks96%
- Non-exchange-traded equities81%
- Exchange-traded equities15%
- Cash4%
How many clients does NewSong Capital Management have?
NewSong Capital Management has 142 clients and manages $100 million for them, as of March 2026. They include 102 individual clients and 40 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026
What services does NewSong Capital Management offer?
NewSong Capital Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does NewSong Capital Management charge?
NewSong Capital Management charges up to 1.50% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable.
Source: NEWSONG CAPITAL MANAGEMENT, INC. FORM ADV PART 2A_2B BROCHURE, filed 15 January 2026
Which custodians does NewSong Capital Management use?
NewSong Capital Management’s separately managed account assets are held at Interactive Brokers LLC (Greenwich, CT), with $99.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026
How many financial advisors does NewSong Capital Management have?
NewSong Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does NewSong Capital Management invest in?
At the end of its last fiscal year, NewSong Capital Management’s separately managed accounts held 81% non-exchange-traded equities, 15% exchange-traded equities and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns NewSong Capital Management?
NewSong Capital Management’s direct owner is Lance Williams (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 March 2026
How does NewSong Capital Management get paid?
NewSong Capital Management is paid through a percentage of assets under management, subscription fees and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact NewSong Capital Management?
NewSong Capital Management’s main office is at 10 Bellegrass BLVD, Hattiesburg, MS 39402. Its phone number is 601-909-6117. Its website is newsongcapital.com.