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CAPSOUTH WEALTH MANAGEMENT

Tel: 334.673.8600
2216 W. Main Street
Dothan, Alabama  36301

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CAPSOUTH WEALTH MANAGEMENT

CAPSOUTH WEALTH MANAGEMENT is a Dothan, Alabama based financial advisory firm with nearly $762,931,550 in assets under management and provides investment advisory services for 1610 clients. There are currently 21 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops , Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF NET WORT

Firm CRD#:

132517

SEC#:

801-63509

No. of Clients:

1610

Assets under Management

$762,931,550

No. of Advisors:

21

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