AdFi
MN

Michael Nelson Bailey

Investment Adviser Representative at NEWSOUTH CAPITAL MANAGEMENT INC

Memphis, TNCRD #5813058Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
2 states
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Nelson Bailey has worked in the securities industry since 2014. They have passed the Series 79 and 63 examinations. They are registered to provide investment advisory services in Tennessee and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
TennesseeTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/30/2011
Series 79
Investment Banking Registered Representative Examination
Passed 9/6/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Small Cap Value / Small Mid Cap Value - Tier 11.00%
Small Cap Value / Small Mid Cap Value - Tier 20.85%
Small Cap Value / Small Mid Cap Value - Tier 30.75%
Mid Cap Value / Value Opportunity - Tier 10.75%
Mid Cap Value / Value Opportunity - Tier 20.65%
Mid Cap Value / Value Opportunity - Tier 30.60%
Balanced - Tier 10.70%
Balanced - Tier 20.60%
Balanced - Tier 30.50%
Intermediate Fixed Income / Cash Management - Tier 10.40%
Intermediate Fixed Income / Cash Management - Tier 20.35%
Intermediate Fixed Income / Cash Management - Tier 30.30%
Account minimum: $10,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Newsouth Capital Management Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NEWSOUTH CAPITAL MANAGEMENT INCCurrent
7/31/2014Memphis, TN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at NEWSOUTH CAPITAL MANAGEMENT INC

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View NEWSOUTH CAPITAL MANAGEMENT INC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Nelson Bailey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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