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Credentials
Series 66
Experience Industry experience
18 years
Location
Dothan, AL 36301
CapSouth Wealth Management
Team
Anthony Mccallister is a financial advisor at CapSouth Wealth Management with 18 years of industry experience. He holds the Series 66 designation and has worked at CapSouth Partners, Inc. since 2006. CapSouth Wealth Management provides investment management, financial planning, institutional consulting, and other advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $1.0 billion in client assets and emphasizes diversified, long-term portfolios aligned with clients’ financial backgrounds, investment experience, objectives, and risk tolerance.
Based on CapSouth Wealth Management
Based on CapSouth Wealth Management
One Time Planning Services fees typically flat fee; Consulting Services typically flat fee. Minimum consulting fee $2,500 (may be waived).
$0 - $250,000: 1.15% (Investment Management Services Fee Schedule) $250,000 - $1,000,000: 0.85% (Investment Management Services Fee Schedule) $1,000,000 - $2,500,000: 0.65% (Investment Management Services Fee Schedule) $2,500,000+: 0.50% (Investment Management Services Fee Schedule) $0 - $250,000: 1.50% (Planning Fee Schedule) $250,000 - $1,000,000: 1.20% (Planning Fee Schedule) $1,000,000 - $2,500,000: 1.00% (Planning Fee Schedule) $2,500,000+: 0.75% (Planning Fee Schedule) $0 - $2,500,000: 0.95% (Private Wealth Fee Schedule) $2,500,000 - $5,000,000: 0.85% (Private Wealth Fee Schedule) $5,000,000 - $10,000,000: 0.75% (Private Wealth Fee Schedule) $10,000,000+: 0.65% (Private Wealth Fee Schedule) $0 - $999,999: 1.0% (Institutional Consulting Services Fee Schedule) $1,000,000 - $1,999,999: 0.35% (Institutional Consulting Services Fee Schedule) $2,000,000 - $4,999,999: 0.25% (Institutional Consulting Services Fee Schedule) $5,000,000 - $9,999,999: 0.10% (Institutional Consulting Services Fee Schedule) $10,000,000 - $19,999,999: 0.05% (Institutional Consulting Services Fee Schedule) $20,000,000+: 0.02% (Institutional Consulting Services Fee Schedule) $0 - $1,999,999: 0.45% (PEP Fee Schedule for Consulting Services) $2,000,000 - $3,999,999: 0.22% (PEP Fee Schedule for Consulting Services) $4,000,000 - $9,999,999: 0.12% (PEP Fee Schedule for Consulting Services) $10,000,000+: 0.04% (PEP Fee Schedule for Consulting Services)
Insurance and annuity products commissions may be received by some employees who are licensed insurance agents.
Advisors and Executive Officers up to $400/hr; Associate Advisors up to $250/hr; Client Service Associates & Administrative Staff up to $150/hr.
Account minimum: $250,000 Minimum fee: Minimum annual fee of $2,500 for Investment Management services, $4,000 for Guidance Services, $10,000 for Wealth Management Services, $30,000 for Private Wealth Services, and $2,500 minimum consulting fee (may be waived). Fee-only: Flat fees ranging from $3,000 to $15,000 for One Time Planning Services; other flat fees for consulting services; hourly rates up to $400/hour for advisors.
Dothan, AL 1750 W Main Street
1750 W Main Street
Dothan AL 36301
Advisors at this office
2
Alabama
18 years of industry experience
CapSouth Partners, Inc.
2006 - Present • 20 years
Dothan, AL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Dothan, AL
Legacy Wealth Management Group, LLC
Reginald Rhodes is a financial advisor at Legacy Wealth Management Group, LLC with five years of industry experience. He holds a Series 65 designation and has operated his own legal practice since 1993, specializing in elder law and related services. He is the founder and managing member of Alabama Center for Elder Law, LLC, and also leads Asset Protective Services, LLC. Legacy Wealth Management Group provides discretionary investment management and integrated financial planning primarily for individual and high-net-worth clients. The firm emphasizes passive portfolio construction with index funds and ETFs, tailoring portfolios to client objectives while leveraging the principal’s active legal practice to offer estate, elder-law, and trust-related services through affiliated entities.
Series 65
Dothan, AL
Magnolia Wealth Management LLC
Robert Ryals is a financial advisor at Magnolia Wealth Management LLC, holding a Series 65 designation with four years of industry experience. He previously worked at MidSouth Bank and Troy University. In addition to his advisory role, he provides insurance services through the firm on a limited basis. Magnolia Wealth Management is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary asset management and fee-based financial planning, focusing on business and retirement planning. The firm employs fundamental analysis and Modern Portfolio Theory to create tailored portfolios and manages approximately $158 million in discretionary assets.
Series 63, Series 66
Dothan, AL
Magnolia Wealth Management LLC
Edwin Cox is a financial advisor at Magnolia Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Magnolia Wealth Management since 2018, following prior roles at J. W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Outside of his advisory work, Cox serves as a board member of the Dothan Rescue Mission and teaches seminars on federal employee benefits at a local military base and postal service. Magnolia Wealth Management is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary asset management and fee-based financial planning, focusing on business and retirement planning. The firm employs fundamental analysis and Modern Portfolio Theory to create tailored asset allocations, managing accounts primarily on a discretionary basis.
Series 65
Dothan, AL
CapSouth Wealth Management
Braxton Pettey is a financial advisor at CapSouth Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at TCI Wealth Advisors and the University of Arizona Student Union. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth clients, and various organizations. The firm focuses on creating diversified, long-term portfolios tailored to clients' financial backgrounds and risk tolerance, managing approximately $1.0 billion in assets across about 330 clients.
CFP®, PFS™, Series 65
Dothan, AL
Jackson Thornton Wealth Management, LLC
Daniel Tew is a CFP®, PFS™, and Series 65 professional with six years of industry experience. He has worked at various Jackson Thornton entities since 2009 and is currently with Jackson Thornton Wealth Management, LLC. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm focuses on portfolio construction, investment management, and wealth management consultations that include tax, retirement, estate, and insurance matters, employing a long-term, passively implemented investment approach grounded in Modern Portfolio Theory.
Series 66
Dothan, AL
CapSouth Wealth Management
Peter Ramsey is a financial advisor at CapSouth Wealth Management in Dothan, Alabama, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Home Oil Company. CapSouth Wealth Management provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a diversified investment approach combining fundamental analysis with both long-term and opportunistic strategies.
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