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Capsouth Wealth Management

Headquartered in DOTHAN, AL

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Firm Information

Capsouth Wealth Management is an investment advisor based in Dothan, Alabama. The firm provides a range of services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Capsouth Wealth Management serves a variety of client types, including high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. They currently have approximately $762,931,550 in regulatory assets under management.

Capsouth Wealth Management

2216 W. MAIN STREET

DOTHAN, AL 36301

$762.93M

Assets Under Management

14

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of net worth

Branch Locations (5)

CAPSOUTH WEALTH MANAGEMENT has a total of 5 branch locations across the country.

Advisors at Capsouth Wealth Management

View All 11 Advisors

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Disclosures

There are no public disclosures for Capsouth Wealth Management.

Frequently Asked Questions (6)

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