New Southern Advisory Services

Overview

New Southern Advisory Services is an individually owned advisory business focused on fee-based portfolio management for individuals, families and small businesses, as well as institutional or business accounts. The firm operates primarily on a percentage-of-AUM fee model and manages client relationships on a largely non-discretionary basis, so clients retain decision authority while the firm provides advice and model construction. Investment activity tilts heavily toward publicly traded equities, with a stated preference for exchange-traded instruments, while using alternative managers to complement equity exposure. The firm does not position itself as an ESG specialist and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices