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CAPITAL SOUTH WEALTH MANAGEMENT, LLC
CRD 304838
6513 PERKINS ROAD, SUITE 106, BATON ROUGE, LA, 70808, United States
Phone
225-709-0703
Fax
225-709-0792
Registration
— (—)
Source
State registered
Total AUM
$96.5M
Discretionary AUM
$96.5M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $32.8M |
| High net worth individuals | 34 | $62.0M |
| Charitable organizations | 1 | $590K |
| Insurance companies | 1 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD