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Donald Paul Bolden

CAPSOUTH PARTNERS, INC.·DOTHAN, Alabama
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2216 W. MAIN STREET, DOTHAN, AL 36301CRD# 857123Firm CRD# 132517
01

About

Donald Paul Bolden is a registered financial advisor based in DOTHAN, Alabama, affiliated with CAPSOUTH PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAPSOUTH PARTNERS, INC.
CAPSOUTH WEALTH MANAGEMENT
AUM
$763M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at CAPSOUTH PARTNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF NET WORTH
Regulatory
SEC/IARD CRD# 857123
Firm CRD# 132517
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Paul Bolden offer?
Donald Paul Bolden specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOTHAN, Alabama for a consultation.
What are Donald Paul Bolden's credentials?
Donald Paul Bolden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Paul Bolden located?
Donald Paul Bolden is based in DOTHAN, Alabama, working with CAPSOUTH PARTNERS, INC.. Their office serves clients in the DOTHAN metropolitan area and surrounding communities.
How does Donald Paul Bolden charge for services?
Donald Paul Bolden's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPSOUTH PARTNERS, INC.?
CAPSOUTH PARTNERS, INC. has approximately 21 employees and manages $763M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DOTHAN
Sonya Lyn Baldwin — CAPSOUTH PARTNERS, INC.Marshall Paul Bolden — CAPSOUTH PARTNERS, INC.Anthony Brian Mccallister — CAPSOUTH PARTNERS, INC.Kara S Armstrong — CAPSOUTH PARTNERS, INC.Edwin Alan Cox — MAGNOLIA WEALTH MANAGEMENT LLC
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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