Newsouth Capital Management Inc.

Newsouth Capital Management Inc. (CRD# 110676) is a financial advisory firm headquartered in Memphis, TN. They manage $4,571,400,000 in 287 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,571
    MILLION
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $15,928,223
Compensation Options
  • A percentage of assets under your management
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, CA, FL, GA, IL, KS, LA, NY, OH, TN, TX

Financial Advisors at Newsouth Capital Management Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Christine A. Burns Patti
CRD#: 1270717
999 S. Shady Grove Road, Suite 501, Memphis, TN 38120
96
Wealthminder
score

Christine Burns Patti (CRD# 1270717) is an Investment Advisor Representative working at Newsouth Capital Management Inc. in Memphis, TN and has over 13 years of experience in the finance industry.

2
Patrick J. Danehy
CRD#: 2153253
1100 Ridgeway Loop Rd, Suite 444, Memphis, TN 38120
96
Wealthminder
score

Patrick Danehy (CRD# 2153253) is an Investment Advisor Representative working at Newsouth Capital Management Inc. in Memphis, TN and has over 26 years of experience in the finance industry.

3
Jeffrey O. Drinan
CRD#: 1731240
1100 Ridgeway Loop Rd, Suite 444, Memphis, TN 38120
96
Wealthminder
score

Jeffrey Drinan (CRD# 1731240) is an Investment Advisor Representative working at Newsouth Capital Management Inc. in Memphis, TN and has over 30 years of experience in the finance industry.

4
Andrew L. Macqueen
CRD#: 1896554
1100 Ridgeway Loop Rd, Suite 444, Memphis, TN 38120
96
Wealthminder
score

Andrew Macqueen (CRD# 1896554) 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.

5
Brooke A. Morrow
CRD#: 1753053
1100 Ridgeway Loop Rd, Suite 444, Memphis, TN 38120
96
Wealthminder
score

Brooke Morrow (CRD# 1753053) is an Investment Advisor Representative working at Newsouth Capital Management Inc. in Memphis, TN and has over 30 years of experience in the finance industry.

6
David S. Morrow
CRD#: 1727535
1100 Ridgeway Loop Rd, Suite 444, Memphis, TN 38120
96
Wealthminder
score

David Morrow (CRD# 1727535) 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.

7
Andrew B. Rutlin
CRD#: 2794994
999 S. Shady Grove Road, Suite 501, Memphis, TN 38120
96
Wealthminder
score

Andrew Rutlin (CRD# 2794994) is an Investment Advisor Representative working at Newsouth Capital Management Inc. in Memphis, TN and has over 8 years of experience in the finance industry.

8
Michael N. Bailey
CRD#: 5813058
999 S. Shady Grove Road, Suite 501, Memphis, TN 38120
93
Wealthminder
score

Michael Bailey (CRD# 5813058) is an Investment Advisor Representative working at Newsouth Capital Management Inc. in Memphis, TN and has over 6 years of experience in the finance industry.

9
Paul T. Gillespie
CRD#: 1727609
1100 Ridgeway Loop Rd, Suite 444, Memphis, TN 38120
93
Wealthminder
score

Paul Gillespie (CRD# 1727609) is an Investment Advisor Representative working at Newsouth Capital Management Inc. in Memphis, TN and has over 30 years of experience in the finance industry.

10
Alexander D. McLean
CRD#: 4384679
1100 Ridgeway Loop Rd., Suite 444, Memphis, TN 38120
90
Wealthminder
score

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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.