Capsouth Partners, Inc.

Capsouth Partners, Inc. (CRD# 132517) is a financial advisory firm headquartered in Dothan, AL. They manage $598,096,728 in 613 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    598
    MILLION
  • Total Number of Accounts
    613
    ACCOUNTS
  • Average Account Value
    $975,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA

Financial Advisors at Capsouth Partners, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Marshall P. Bolden
CRD#: 4281528
2216 W. Main Street, Dothan, AL 36301
93
Wealthminder
score

Marshall Bolden (CRD# 4281528) is an Investment Advisor Representative working at Capsouth Partners, Inc. in Dothan, AL and has over 15 years of experience in the finance industry.

2
Anthony B. McCallister
CRD#: 5258367
2216 W. Main Street, Dothan, AL 36301
93
Wealthminder
score

Anthony McCallister (CRD# 5258367) is an Investment Advisor Representative working at Capsouth Partners, Inc. in Dothan, AL and has over 8 years of experience in the finance industry.

3
James S. Fain
CRD#: 6620095
2216 W. Main Street, Dothan, AL 36301
90
Wealthminder
score

James Fain (CRD# 6620095) is an Investment Advisor Representative working at Capsouth Partners, Inc. in Dothan, AL and has 1 year of experience in the finance industry.

4
George W. McCarthy Iv
CRD#: 6022280
2216 W. Main Street, Dothan, AL 36301
90
Wealthminder
score

George McCarthy Iv (CRD# 6022280) is an Investment Advisor Representative working at Capsouth Partners, Inc. in Dothan, AL and has over 4 years of experience in the finance industry.

5
Paul L. Robinson
CRD#: 5865957
2216 W. Main Street, Dothan, AL 36301
90
Wealthminder
score

Paul Robinson (CRD# 5865957) is an Investment Advisor Representative working at Capsouth Partners, Inc. in Dothan, AL and has over 4 years of experience in the finance industry.

6
Catherine H. Walding
CRD#: 6160581
2216 W. Main Street, Dothan, AL 36301
90
Wealthminder
score

Catherine Walding (CRD# 6160581) is an Investment Advisor Representative working at Capsouth Partners, Inc. in Dothan, AL and has over 3 years of experience in the finance industry.

7
Scott R. Bales
CRD#: 6206142
1200 Keys Ferry Court, Mcdonough, GA 30253
89
Wealthminder
score

Scott Bales (CRD# 6206142) is an Investment Advisor Representative working at Capsouth Partners, Inc. in Mcdonough, GA and has over 3 years of experience in the finance industry.

8
Donald P. Bolden
CRD#: 857123
2216 W. Main Street, Dothan, AL 36301
74
Wealthminder
score

Donald Bolden (CRD# 857123) is an Investment Advisor Representative working at Capsouth Partners, Inc. in Dothan, AL and has over 22 years of experience in the finance industry. Donald Bolden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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