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Newcorp Financial Services, Inc.

● SEC registered since 2025CRD 297125SEC# 801-132295Alpharetta, GA
Export (members)
Reg. AUM
$143.4M
Employees
3
Accounts
542
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 $143.4 million in regulatory assets under management and employs 3 people.

Newcorp Financial Services, Inc. owners & executives

2 reported
NameTitleOwnershipSince
John Alan Newsome ControlPresident50-75%2001
Lance Dustin Newsome ControlVice President / Chief Compliance Officer50-75%2001

Frequently asked questions

How much does Newcorp Financial Services, Inc. manage?

Newcorp Financial Services, Inc. reports $143.4 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

Address11720 Amberpark Drive, Suite 170, Alpharetta, GA 30009
Phone404-996-6893
Office hours9 a.m. - 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$113.6M
Non-discretionary$29.8M
Total (RAUM)$143.4M