Capsouth Wealth Management
Capsouth Wealth Management (CRD# 132517) is a financial advisory firm headquartered in Dothan, AL. They manage $759,144,750 in 1,708 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management759MILLION
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Total Number of Accounts1,708ACCOUNTS
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Average Account Value$444,464
- 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
- Educational seminars/workshops
- Other

AL, FL, GA, NC, TX
Donald Bolden (CRD# 857123) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 28 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.
Marshall Bolden (CRD# 4281528) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 20 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 5 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 13 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 10 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 5 years of experience in the finance industry. Scott McDowall 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.
Paul Robinson (CRD# 5865957) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 9 years 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 1 year of experience in the finance industry.
Wesley Hayes (CRD# 7111261) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 2 years of experience in the finance industry.