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Donald Paul Bolden

CAPSOUTH PARTNERS, INC.·DOTHAN, Alabama
Series 1, Series 7, Series 9, Series 10, Series 63, Series 6525 years registeredCAPSOUTH PARTNERS, INC.
2216 W. MAIN STREET, DOTHAN, AL 36301CRD# 857123Firm CRD# 132517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Paul Bolden · DOTHAN, AL
Registration
CRD #857123 · CAPSOUTH PARTNERS, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

CAPSOUTH WEALTH MANAGEMENT
Sep 2004 – present
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC
Jun 2002 – Oct 2004
DOTHAN, AL
CAPTRUST FINANCIAL ADVISORS
Apr 2001 – Jun 2002
DOTHAN, AL
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 7
Series 9
Series 10
Series 63
Series 65
Registration record
First registered · April 6, 2001
Years registered · 25
03

Disclosure History

2015Customer Dispute·Denied
2002Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
CAPSOUTH PARTNERS, INC.
CRD 132517 · SEC 801-63509
AUM
$763M
Regulatory assets under management
Employees
21
1,610 client accounts
Services offered by CAPSOUTH PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CAPSOUTH PARTNERS, INC. →
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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 at CAPSOUTH PARTNERS, INC.

Anthony Brian Mccallister
DOTHAN, AL
Marshall Paul Bolden
DOTHAN, AL

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