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| Keyboard |
| Newcorp Financial Services Inc
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|---|---|
| CRD # | 297125 |
| SEC # | 801-132295 |
| CIK # | 0002110453 |
| AUM | 177.1 M (2026-02-09) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 404-996-6893 |
| Address | 11720 Amberpark Drive Alpharetta, GA 30009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.0 | ||
| Aflac Inc | 0.7 | ||
| iShares Bitcoin Trust | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 47.4 |
| (b) Individuals (high net worth individuals) | 43 | 93.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 34.7 |
| (h) Charitable organizations | 1 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 579 | 177.1 |
| By Discretionary | ||
| Discretionary | 564 | 142.4 |
| Non-Discretionary | 15 | 34.7 |
| Total | 579 | 177.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.1 | |
| Total | 579 | 177.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110453] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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