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Paul R Shifflet

Newsouth Capital Management Inc.

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About Paul R Shifflet

Paul Shifflet is a Chartered Financial Analyst who is registered with the state of Texas and is pending registration with the state of Tennessee. Paul is currently an investment advisor representative with Newsouth Capital Management Inc., a firm with offices in Memphis. The firm provides advisory services to individuals, investment companies, and pooled investment vehicles. Newsouth Capital Management Inc. manages over $2.6 billion in assets.

Firm Information

Paul Shifflet is currently registered with Newsouth Capital Management Inc.. Newsouth Capital Management Inc. is an investment advisor headquartered in Memphis, Tennessee. The firm manages approximately $2.62 billion in assets for a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, state or municipal government entities, and pooled investment vehicles. They provide portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer wrap fee programs.
Newsouth Capital Management Inc.

999 S. SHADY GROVE ROAD

MEMPHIS, TN 38120-4129

$2.62B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Paul Shifflet’s Registration & Firm History

TN

07/19/2021 - Present

Newsouth Capital Management Inc. (MEMPHIS TN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul R Shifflet.
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