NEWSONG CAPITAL MANAGEMENT, INC.

Overview

Newsong Capital Management, Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2026. The firm primarily serves individual and family clients and delivers financial planning, portfolio management for individuals and small businesses, and pension consulting services as part of its advisory offering. Its fee arrangements include asset-based fees, subscription-style fees, and fixed-fee engagements. Filings indicate a clear equity orientation and use of third-party managers for alternative exposures. The firm does not report itself as an active ESG investor. Custody relationships and the stated fee mix suggest a hybrid model that combines discretionary portfolio management with access to pooled or subscription vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices