NewRiaPulse: records in Mississippi
5 newRiaPulse: records in Mississippi are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2026-03-16 to 2026-06-08; the most frequent is Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
5 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2026-03-16 to 2026-06-08. Most frequent: Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) (1)
- Lee-Way Financial Services, INC (1)
- Haire Wealth Management, INC. (1)
- Newsong Capital Management, INC. (1)
- Trueline Wealth Group, LLC (1)
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What are the top newRiaPulse: records in Mississippi right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) | $141,208,889 | 128 | Oxford |
| Lee-Way Financial Services, INC | $132,100,000 | 215 | Hattiesburg |
| Haire Wealth Management, INC. | $101,972,292 | 164 | Tupelo |
| Newsong Capital Management, INC. | $100,405,993 | 216 | Hattiesburg |
| Trueline Wealth Group, LLC | Hattiesburg |
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Approved (1231) In 120-day approval window (219)
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Frequently asked questions
How many newRiaPulse: records in Mississippi are listed?
5 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-06-08.
Can I get alerts for Mississippi?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records