Michael
Bailey

Newsouth Capital Management Inc

CRD#5813058
Investment Advisor
in Memphis, TN

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About this Advisor

Michael Bailey is a chartered financial analyst who works in Memphis, Tennessee who has 9 years of relevant experience. Bailey is an employee of Newsouth Capital Management Inc. Their career trajectory has included roles at Goldman, Sachs & Co and Newsouth Capital Management, Inc. Bailey has a Series 63 license, certifying them as a securities agent, and is able to work in Tennessee and Texas. Newsouth Capital Management Inc is a registered investment company that has its headquarters in Memphis, TN. It has $3 billion in assets across its 205 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 48 charitable organizations. Of its 205 accounts, 52% are held by high-net-worth individuals who have more than $1 million in investable assets. Newsouth Capital Management Inc has a set of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees usually vary depending on which service is offered. However, fees charged by Newsouth Capital Management Inc likely include any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

9 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

999 S. Shady Grove Road Suite 501
Memphis, TN 38120-4129

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Newsouth Capital Management Inc Brokerage Details

Total Assets Under Management

$2,832,723,566

TN Average: $730,596,643
Total Number of Employees

11

TN Average: 15
Total Number of Accounts

205

TN Average: 968
Average Account Size

$13,818,164

TN Average: $754,749

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Michael Bailey Work History

Michael has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Newsouth Capital Management, Inc

2011 - 2014 (3 years)

Goldman, Sachs & Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Bailey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Newsouth Capital Management Inc

Andrew Rutlin
Memphis, TN
Michael Bailey
Memphis, TN
Paul Shifflet
Memphis, TN
Alexander Mclean
Memphis, TN
Patrick Danehy
Memphis, TN
Andrew Macqueen
Memphis, TN
Paul Gillespie
Memphis, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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