Wealth Manager
    SEC Registered
    Manages Private Funds

    Capsouth Wealth Management

    Registered investment advisor · Dothan, Alabama · CRD #132517

    Assets Under Management
    $1B
    Client Accounts
    1,420
    Employees
    22
    CRD Number
    132517
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Great-West Trust Company, Llc, Principal Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Capsouth Wealth Management

    CapSouth Wealth Management is an independent, fee-based investment advisory firm that offers purpose-centered financial advice and fiduciary services to individuals and families. They focus on aligning financial choices with clients' values and goals across various life stages. Founded in 2001, they provide investment management, financial planning, and consulting services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Capsouth Wealth Management

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    Frequently Asked Questions

    What is Capsouth Wealth Management's AUM?

    Capsouth Wealth Management reports approximately $1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Capsouth Wealth Management headquartered?

    Capsouth Wealth Management is headquartered in Dothan, Alabama.

    What is Capsouth Wealth Management's CRD number?

    Capsouth Wealth Management's CRD number is 132517. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Capsouth Wealth Management manage?

    Capsouth Wealth Management manages approximately 1,420 client accounts according to its latest SEC filing.

    Is Capsouth Wealth Management SEC registered?

    Yes, Capsouth Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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