CapSouth Wealth Management

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Total assets under management

$884,373,284

Total clients

342

33% high-net worth

Total advisors

of 21 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$2,585,887

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consulting

Fee options

Fixed

One Time Planning Services: Guidance $3,000-$6,000; Wealth Management $7,500-$15,000; Consulting minimum $2,500.

Percentage

$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%

Project-based

Advisors and Executive Officers up to $400/hr; Associate Advisors up to $250/hr; Client Service Associates & Administrative Staff up to $150/hr.

Other

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.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

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.

Main office location

CapSouth Wealth Management

2216 W. Main Street

Dothan AL 36301, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 334.673.8600

Advisors at this firm

Allison D

CFP®, Series 65

Dunedin, FL

CapSouth Wealth Management

Braxton P

Series 65

Dothan, AL

CapSouth Wealth Management

Jennifer F

CFP®, Series 65

Huntersville, NC

CapSouth Wealth Management

Donald B

CFP®, Series 63, Series 65

Dothan, AL

CapSouth Wealth Management

Christopher K

CFP®, Series 63, Series 65

Apex, NC

CapSouth Wealth Management

Peter R

Series 66

Dothan, AL

CapSouth Wealth Management

Anthony M

Series 66

Dothan, AL

CapSouth Wealth Management

Marshall B

Series 66

Dothan, AL

CapSouth Wealth Management

Emily D

Series 65

Dothan, AL

CapSouth Wealth Management

Paul R

Series 65

Dothan, AL

CapSouth Wealth Management

Scott M

CFP®, Series 65

Blairsville, GA

CapSouth Wealth Management

Robert G

Series 65

Covington, GA

CapSouth Wealth Management

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