Newsouth Capital Management Inc.

Newsouth Capital Management Inc. (CRD# 110676) is a financial advisory firm headquartered in Memphis, TN. They manage $2,374,201,955 in 218 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,374
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $10,890,835
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, CA, FL, GA, IL, KS, LA, NY, OH, TN, TX

Financial Advisors at Newsouth Capital Management Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Michael N. Bailey
CRD#: 5813058
999 S. Shady Grove Road, Suite 501, Memphis, TN 38120

Michael Bailey (CRD# 5813058) is an Investment Advisor Representative working at Newsouth Capital Management Inc. in Memphis, TN and has over 9 years of experience in the finance industry.

2

Christine Burns Patti (CRD# 1270717) is an Investment Advisor Representative working at Newsouth Capital Management Inc. in , and has over 15 years of experience in the finance industry.

3
Patrick J. Danehy
CRD#: 2153253
1100 Ridgeway Loop Rd, Suite 444, Memphis, TN 38120

Patrick Danehy (CRD# 2153253) is an Investment Advisor Representative working at Newsouth Capital Management Inc. in Memphis, TN and has over 29 years of experience in the finance industry.

4
Paul T. Gillespie
CRD#: 1727609
1100 Ridgeway Loop Rd, Suite 444, Memphis, TN 38120

Paul Gillespie (CRD# 1727609) is an Investment Advisor Representative working at Newsouth Capital Management Inc. in Memphis, TN and has over 33 years of experience in the finance industry.

5
Andrew L. Macqueen
CRD#: 1896554
1100 Ridgeway Loop Rd, Suite 444, Memphis, TN 38120

Andrew Macqueen (CRD# 1896554) is an Investment Advisor Representative working at Newsouth Capital Management Inc. in Memphis, TN and has over 32 years of experience in the finance industry.

6
Alexander D. McLean
CRD#: 4384679
1100 Ridgeway Loop Rd., Suite 444, Memphis, TN 38120

Alexander McLean (CRD# 4384679) is an Investment Advisor Representative working at Newsouth Capital Management Inc. in Memphis, TN and has 1 year of experience in the finance industry.

7
Brooke A. Morrow
CRD#: 1753053
1100 Ridgeway Loop Rd, Suite 444, Memphis, TN 38120

Brooke Morrow (CRD# 1753053) is an Investment Advisor Representative working at Newsouth Capital Management Inc. in Memphis, TN and has over 33 years of experience in the finance industry.

8
David S. Morrow
CRD#: 1727535
1100 Ridgeway Loop Rd, Suite 444, Memphis, TN 38120

David Morrow (CRD# 1727535) is an Investment Advisor Representative working at Newsouth Capital Management Inc. in Memphis, TN and has over 35 years of experience in the finance industry.

9
Andrew B. Rutlin
CRD#: 2794994
999 S. Shady Grove Road, Suite 501, Memphis, TN 38120

Andrew Rutlin (CRD# 2794994) is an Investment Advisor Representative working at Newsouth Capital Management Inc. in Memphis, TN and has over 11 years of experience in the finance industry.

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