Capital South Wealth Management, LLC
Capital South Wealth Management, LLC (CRD# 304838) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $77,880,000 in 268 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management78MILLION
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Total Number of Accounts268ACCOUNTS
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Average Account Value$290,597
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
LA, TX
James co-founded Capital South Wealth Management to address the needs of underserved families and individuals. James and the Capital South team work with clients to plan for wealth transfers whether by death, divorce or windfall. This process requires diligence and care to examine every aspect from asset protection, behavioral counseling, income planning, insurance, budgeting, estate planning and investments.
James is an alum of the E.J. Ourso College of Business at Louisiana State University, where he graduated with both a Bachelor of Science in Finance and a Master of Science in Finance with a focus on Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ Professional, awarded by the Certified Financial Planner Board of Standards, Inc. In addition to the CFP® designation, James is also a Chartered Financial Consultant®. The ChFC® designation is awarded by the American College, a non-profit educational institution with the highest academic accreditation, dedicated to the development of financial professionals.
His professional securities registrations include Series 66-Investment Adviser Representative, and Life, Health and Disability Insurance license. James is a member of several professional and community organizations including the Financial Planning Association (FPA), the Baton Rouge Estate & Business Planning Council, Forum 35, the Louisiana Association of Business and Industry and he currently serves as an ambassador of the Baton Rouge Area Chamber.
Ryan Gisclair (CRD# 6126436) is an Investment Advisor Representative working at Capital South Wealth Management, LLC in Baton Rouge, LA and has over 10 years of experience in the finance industry.
Robert Dufrene (CRD# 7831353) is an Investment Advisor Representative working at Capital South Wealth Management, LLC in Baton Rouge, LA and has 1 year of experience in the finance industry.