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CAPSOUTH WEALTH MANAGEMENT
CAPSOUTH PARTNERS, INC.
CRD 132517 · SEC 801-63509
2216 W. MAIN STREET, DOTHAN, AL, 36301, United States
Phone
334.673.8600
Fax
334.673.8625
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.00B
Discretionary AUM
$437.2M
Team
22 total employees; 13 advisory reps; 11 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF NET WORTH
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 209 | $83.5M |
| High net worth individuals | 121 | $353.7M |
| Pension/profit sharing plans | 31 | $536.6M |
| Charitable organizations | 5 | $2.2M |
| Corporations/business entities | 7 | $25.3M |
States served
AL, GA, KY, NC, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD