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Scott Fain McDowall

Capsouth Wealth Management

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About Scott Fain McDowall

Scott McDowall is an investment advisor representative with Capsouth Wealth Management, a registered investment advisor firm based in Dothan, Alabama. Scott has been in the industry since 2012 and holds a Series 65 license. Scott specializes in financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars.

Firm Information

Scott McDowall is currently registered with Capsouth Wealth Management. 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

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Scott McDowall’s Registration & Firm History

AL

10/22/2019 - Present

Capsouth Wealth Management (DOTHAN AL)

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Licenses & Designations

IA

Issued 06/28/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Fain McDowall.
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