Capsouth Wealth Management
Capsouth Wealth Management (CRD# 132517) is a financial advisory firm headquartered in Dothan, AL. They manage $762,931,550 in 1,610 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management763MILLION
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Total Number of Accounts1,610ACCOUNTS
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Average Account Value$473,871
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, FL, GA, KY, NC, SC, TN, TX
Donald Bolden (CRD# 857123) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 30 years of experience in the finance industry.
Marshall Bolden (CRD# 4281528) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 22 years of experience in the finance industry.
Jennifer Fensley (CRD# 6778292) is an Investment Advisor Representative working at Capsouth Wealth Management in Huntersville, NC and has over 7 years of experience in the finance industry.
Anthony McCallister (CRD# 5258367) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 15 years of experience in the finance industry.
George McCarthy Iv (CRD# 6022280) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 12 years of experience in the finance industry.
Scott McDowall (CRD# 6620095) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 7 years of experience in the finance industry.
Paul Robinson (CRD# 5865957) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 11 years of experience in the finance industry.
Clayton Cook (CRD# 7658824) is an Investment Advisor Representative working at Capsouth Wealth Management in Atlanta, GA and has 1 year of experience in the finance industry.
Allison Doty (CRD# 6977310) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 3 years of experience in the finance industry.
Brack Register (CRD# 6772644) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has 1 year of experience in the finance industry.