NEWCORP FINANCIAL SERVICES, INC.
NEWCORP FINANCIAL SERVICES, INC. of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 297125). Regulatory assets under management: $177.1M.
Registration
- CRD: 297125
- SEC file number: 801-132295
- Type: Registered investment adviser
- Location: 11720 AMBERPARK DRIVE, SUITE 170, ALPHARETTA, GA, 30009
- Phone: 404-996-6893
- Latest filing: 2026-02-09
- Regulatory AUM: $177.1M
- Discretionary AUM: $142.4M
- Non-discretionary AUM: $34.7M
- Clients: 3
- Accounts: 579
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Lance Dustin Newsome | PARTNER / CCO; VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| John Alan Newsome | PARTNER; PRESIDENT | — |
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