Paul
Shifflet
Newsouth Capital Management Inc
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About this Advisor
Paul Shifflet is a chartered financial analyst working out of Memphis, Tennessee who has 2 years of relevant experience. Shifflet is currently employed by Newsouth Capital Management Inc. Over the course of their career, Shifflet has held roles at Cooke & Bieler, Lp, Eaton Vance Management, Newsouth Capital Management and The Wharton School Of The University Of Pennsylvania. Shifflet is registered to serve investors in Tennessee and Texas. Newsouth Capital Management Inc is a registered investment company operating out of Memphis, TN. It administers $3 billion in assets across its 205 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 48 charities and foundations. Of its 205 customer accounts, 52% are associated with high-net-worth individuals who have more than $1 million in assets. The company has a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fees largely are based on which services the firm provides the client. However, fee types charged by Newsouth Capital Management Inc likely include any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newsouth Capital Management Inc Brokerage Details
$2,832,723,566
11
205
$13,818,164
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Paul Shifflet Work History
Paul has been registered as a financial advisor for 2 years.*
Newsouth Capital Management
Eaton Vance Management
Eaton Vance Management
The Wharton School Of The University Of Pennsylvania
Cooke & Bieler, Lp
*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 Paul Shifflet 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
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
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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