NEW SOUTHERN ADVISORY SERVICES

NEW SOUTHERN ADVISORY SERVICES of GERMANTOWN, TN is an SEC-registered investment adviser (CRD 158724). Regulatory assets under management: $40.2M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 158724
• Type: Registered investment adviser
• Location: 1922 EXETER ROAD, GERMANTOWN, TN, 38138-2949
• Phone: 901-258-3331
• Latest filing: 2026-08-07
• Regulatory AUM: $40.2M
• Non-discretionary AUM: $40.2M
• Clients: 1
• Accounts: 56

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158724 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search