Wealth Manager
    SEC Registered
    Manages Private Funds

    New Perspectives, Inc.

    Registered investment advisor · Ridgeland, Mississippi · CRD #113925

    Assets Under Management
    $309M
    Client Accounts
    1,145
    Employees
    8
    CRD Number
    113925
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About New Perspectives, Inc.

    New Perspectives, Inc. is a SEC-registered investment advisory firm headquartered in Ridgeland, Mississippi, managing approximately $309M in regulatory assets across 1,145 client accounts. The firm's full regulatory record is filed with the SEC under CRD #113925.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is New Perspectives, Inc.'s AUM?

    New Perspectives, Inc. reports approximately $309M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is New Perspectives, Inc. headquartered?

    New Perspectives, Inc. is headquartered in Ridgeland, Mississippi.

    What is New Perspectives, Inc.'s CRD number?

    New Perspectives, Inc.'s CRD number is 113925. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does New Perspectives, Inc. manage?

    New Perspectives, Inc. manages approximately 1,145 client accounts according to its latest SEC filing.

    Is New Perspectives, Inc. SEC registered?

    Yes, New Perspectives, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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