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Marshall Paul Bolden

CAPSOUTH PARTNERS, INC.·DOTHAN, Alabama
Clean recordCAPSOUTH PARTNERS, INC.
2216 W. MAIN STREET, DOTHAN, AL 36301CRD# 4281528Firm CRD# 132517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marshall Paul Bolden · DOTHAN, AL
Registration
CRD #4281528 · CAPSOUTH PARTNERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Marshall 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
Introduction

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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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF NET WORTH
Regulatory
SEC/IARD CRD# 4281528
Firm CRD# 132517
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marshall Paul Bolden offer?
Marshall Paul Bolden specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOTHAN, Alabama for a consultation.
What are Marshall Paul Bolden's credentials?
Marshall Paul Bolden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marshall Paul Bolden located?
Marshall 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 Marshall Paul Bolden charge for services?
Marshall 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
Donald Paul Bolden
DOTHAN, AL
Sonya Lyn Baldwin
DOTHAN, AL
Kara S Armstrong
DOTHAN, AL

More Advisors in DOTHAN, Alabama

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Alabama
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City Guides
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Research
Advisor Fees in AlabamaNational Fee Analysis
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