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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 $$759,144,750 in assets under management and provides investment advisory services for 1708 clients. There are currently 22 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting Services, Educational seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees, Other (PERCENTAGE OF NET WORTH)

Firm CRD#:

132517

SEC#:

801-63509

No. of Clients:

1708

Assets under Management

$759,144,750

No. of Advisors:

22

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