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CAPSOUTH PARTNERS, INC.
CAPSOUTH PARTNERS, INC.
CAPSOUTH WEALTH MANAGEMENT
DOTHAN, Alabama
·
5 registered advisors
·
CRD# 132517
SEC# 801-63509
5
334.673.8600
01
Firm Overview
AUM
$763M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory 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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF NET WORTH
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CAPSOUTH PARTNERS, INC.
5 registered advisors
Anthony Brian Mccallister
DOTHAN, Alabama
CRD# 5258367
Donald Paul Bolden
DOTHAN, Alabama
CRD# 857123
Kara S Armstrong
DOTHAN, Alabama
CRD# 7232560
Marshall Paul Bolden
DOTHAN, Alabama
CRD# 4281528
Sonya Lyn Baldwin
DOTHAN, Alabama
CRD# 3104469
05
Office Locations
DOTHAN, Alabama
5 advisors
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Data sourced from SEC Form ADV filings. CAPSOUTH PARTNERS, INC. (CRD# 132517) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.