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CAPSOUTH WEALTH MANAGEMENT
DOTHAN, AL
334.673.8600
SEC #801-63509Total AUM
$1B
Employees
22Clients
373Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2216 W. MAIN STREET
DOTHAN
AL 36301
United States
DOTHAN
AL 36301
United States
Operating Hours
8AM-5PM (M-TH) 8AM-12PM (FR)
Monday - Friday
Monday - Friday
Phone
334.673.8600
Other Offices
4
Financials
Total AUM
$1B
Accounts
1,420Discretionary
$437.2M
Accounts
1,199Non-Discretionary
$564.1M
Accounts
221
Clients
Individual Clients
209AUM
$83.5M
HNW Individual Clients
121AUM
$353.7M
Pension/Profit Sharing Plan Clients
31AUM
$536.6M
Charitable Organization Clients
5AUM
$2.2M
Corporation or Business Clients
7AUM
$25.3M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF NET WORTH
Compliance
Disclosures
None reported
State Registrations
ALFLGAKYNCSCTNTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.