New Southern Advisory Services

Overview

New Southern Advisory Services is an independent, individual-owned registered investment adviser that provides fee-based portfolio management primarily to individual and family clients, along with small businesses and other institutions. The firm charges a percentage-of-AUM advisory fee and reports that it does not operate as a multistate adviser. Its advisory mandate appears to be advisory and non-discretionary in nature, with services focused on portfolio construction and ongoing management for a relatively small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices