Capsouth Wealth Management

Capsouth Wealth Management (CRD# 132517) is a financial advisory firm headquartered in Dothan, AL. They manage $568,837,811 in 1,497 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    569
    MILLION
  • Total Number of Accounts
    1,497
    ACCOUNTS
  • Average Account Value
    $379,985
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
  • Educational seminars/workshops
  • 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, NC, TX

Financial Advisors at Capsouth Wealth Management
Showing 1 - 9 of 9 top financial advisors.
1
Donald P. Bolden
CRD#: 857123
2216 W. Main Street, Dothan, AL 36301

Donald Bolden (CRD# 857123) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 26 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.

2
Marshall P. Bolden
CRD#: 4281528
2216 W. Main Street, Dothan, AL 36301

Marshall Bolden (CRD# 4281528) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 19 years of experience in the finance industry.

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

James Fain (CRD# 6620095) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 4 years of experience in the finance industry.

4
Jennifer G. Fensley
CRD#: 6778292
Huntersville, NC

Jennifer Fensley (CRD# 6778292) is an Investment Advisor Representative working at Capsouth Wealth Management in Huntersville, NC and has over 3 years of experience in the finance industry.

5
Anthony B. McCallister
CRD#: 5258367
2216 W. Main Street, Dothan, AL 36301

Anthony McCallister (CRD# 5258367) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 12 years of experience in the finance industry.

6
George W. McCarthy Iv
CRD#: 6022280
2216 W. Main Street, Dothan, AL 36301

George McCarthy Iv (CRD# 6022280) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 8 years of experience in the finance industry.

7
Paul L. Robinson
CRD#: 5865957
2216 W. Main Street, Dothan, AL 36301

Paul Robinson (CRD# 5865957) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 8 years of experience in the finance industry.

8
Catherine H. Walding
CRD#: 6160581
2216 W. Main Street, Dothan, AL 36301

Catherine Walding (CRD# 6160581) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 7 years of experience in the finance industry.

9
Allison S. Doty
CRD#: 6977310
Atlanta, GA

Allison Doty (CRD# 6977310) is an Investment Advisor Representative working at Capsouth Wealth Management in Atlanta, GA and has 1 year of experience in the finance industry.

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