New Southern Advisory Services

Overview

New Southern Advisory Services is an independent, individually owned registered investment adviser that manages portfolios primarily for individuals, families and small-business clients. The firm charges fees based on assets under management and advertises portfolio management for both individual/small-business accounts and for business or institutional clients. It does not present itself as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices