Newcorp Financial Services, Inc.
● SEC registered since 2025CRD 297125SEC# 801-132295Alpharetta, GA
Reg. AUM
$177.1M
Employees
3
Accounts
579
Location
Alpharetta, GA
Newcorp Financial Services, Inc. assets under management
Newcorp Financial Services, Inc. is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2025. It reports $177.1 million in regulatory assets under management and employs 3 people.
Newcorp Financial Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Alan Newsome Control | President | 50-75% | 2001 |
| Lance Dustin Newsome Control | Vice President / Chief Compliance Officer | 50-75% | 2001 |
Frequently asked questions
How much does Newcorp Financial Services, Inc. manage?
Newcorp Financial Services, Inc. reports $177.1 million in regulatory assets under management on its Form ADV.
How many employees does Newcorp Financial Services, Inc. have?
Newcorp Financial Services, Inc. reports 3 employees.
Where is Newcorp Financial Services, Inc. located?
Newcorp Financial Services, Inc. is based in Alpharetta, GA and has been SEC-registered since 2025.
Does Newcorp Financial Services, Inc. disclose fund performance?
Newcorp Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11720 Amberpark Drive, Suite 170, Alpharetta, GA 30009 |
| Phone | 404-996-6893 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$177.1M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$177.1Mregulatory AUM
Discretionary $142.4MNon-discretionary $34.7M