Advisor at CapSouth Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CapSouth Wealth Management
Location
Covington, GA
Credentials
Series 65
Industry experience
< 1 year
One Time Planning Services: Guidance $3,000-$6,000; Wealth Management $7,500-$15,000; Consulting minimum $2,500.
$0 - $250,000: 1.15% $250,000 - $1,000,000: 0.85% $1,000,000 - $2,500,000: 0.65% Over $2,500,000+: 0.50%
Advisors and Executive Officers up to $400/hr; Associate Advisors up to $250/hr; Client Service Associates & Administrative Staff up to $150/hr.
Account minimum: $0 (with minimum fees applying per service) Minimum fee: Investment Management minimum annual fee: $2,000 per household; Planning Services minimums: Guidance $4,000, Wealth Management $10,000, Private Wealth $30,000, Consulting $2,500, Institutional Consulting typically $5,000. Fee-only: Fees based on percentage of assets under management, flat fees, and hourly fees depending on service type. No commissions.
CapSouth Partners, Inc.
2025 - Present (1 year)
Claris Financial Advisors
2024 - 2025 (1 year)
Texas Roadhouse
2022 - 2024 (2 years)
University of Georgia - Golf Course
2022 - 2022 (1 year)
University of Georgia - Dining Commons
2022 - 2022 (1 year)
University of Georgia
2021 - 2025 (4 years)
Friendswood High School
2017 - 2021 (4 years)
Unemployed
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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Lawyer
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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