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).

Current Firm Details
2216 W. Main Street, Dothan, AL 36301
https://www.capsouthwm.com
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 Bolden, financial advisor Dothan AL
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 Bolden, financial advisor Dothan AL
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 Fain, financial advisor Dothan AL
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 Fensley, financial advisor Huntersville NC
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 McCallister, financial advisor Dothan AL
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 McCarthy Iv, financial advisor Dothan AL
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 Robinson, financial advisor Dothan AL
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 Walding, financial advisor Dothan AL
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 Doty, financial advisor Atlanta GA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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