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Robert Dean Galloway

Advisor at CapSouth Wealth Management — Covington, GA

Updated today

Credentials

Series 65

Experience

1 year

Location

Covington, GA

CapSouth Wealth Management logo

CapSouth Wealth Management

Team

Total advisors

11

Across 7 offices

Clients per advisor

30 Very Low

Avg AUM per client

$1,324,788 High

HNW client ratio

37% Typical

About

Robert Galloway is a Series 65-licensed advisor at CapSouth Wealth Management in Covington, GA, with one year of industry experience. His prior roles include positions at Claris Financial Advisors and several non-financial roles during his time at the University of Georgia. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers tailored recommendations based on clients’ financial backgrounds and risk tolerance, managing approximately $1.0 billion in client assets with a focus on diversified, long-term portfolios.

Client services

Based on CapSouth Wealth Management

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consulting

Expertise

Based on CapSouth Wealth Management

Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies Charitable giving & philanthropy

Occupation focus

Based on CapSouth Wealth Management

Founder/Business Owner Executive

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Fee options

Fixed

One Time Planning Services fees typically flat fee; Consulting Services typically flat fee. Minimum consulting fee $2,500 (may be waived).

Percentage

$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)

Commissions

Insurance and annuity products commissions may be received by some employees who are licensed insurance agents.

Project-based

Advisors and Executive Officers up to $400/hr; Associate Advisors up to $250/hr; Client Service Associates & Administrative Staff up to $150/hr.

Other

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.

Location

See office

Covington, GA

Covington GA

Advisors at this office

1

Most active in

Georgia

Work history

1 year of industry experience

CapSouth Partners, Inc.

2025 - Present • 1 year

Dothan, AL

Claris Financial Advisors

2024 - 2025 • 1 year

Atlanta, GA

Texas Roadhouse

2022 - 2024 • 2 years

Athens, GA

University of Georgia - Golf Course

2022 - 2022 • 1 year

Athens, GA

University of Georgia - Dining Commons

2022 - 2022 • 1 year

Athens, GA

University of Georgia

2021 - 2025 • 4 years

Athens, GA

Friendswood High School

2017 - 2021 • 4 years

Friendswood, TX

Unemployed

2015 - 2017 • 2 years

Friendswood, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mark R

Series 65

Oxford, GA

Reagan Financial Planning LLC

Mark Reagan is the sole advisor at Reagan Financial Planning LLC in Oxford, GA, holding a Series 65 designation with 10 years of industry experience. He has been operating Reagan Financial Planning since 2016. Reagan Financial Planning provides financial planning and investment consulting to individuals, families, and small business owners, offering one-time written plans and ongoing advisory services without discretionary portfolio management or custody of assets. The firm applies a consultative approach that includes fundamental, technical, and cyclical investment analyses, while clients execute recommendations through their chosen custodians.

Retirement income strategy Tax-loss harvesting General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

J D

Series 63, Series 65

Covington, GA

Butler-Davis Financial Group, LLC

J Davis is a financial advisor with Butler-Davis Financial Group, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked with Avantax Investment Services and HD Vest Investment Services and serves as the chief operating officer of Butler-Davis Tax & Accounting LLC. Outside of his advisory role, Davis is also an independent insurance agent. Butler-Davis Financial Group, LLC offers asset management, financial planning, and retirement plan services to individual investors, plan sponsors, and institutional clients. The firm employs a value-oriented, long-term investment approach using mutual funds and ETFs, provides fiduciary consulting and discretionary management for retirement plans, and conducts educational seminars and workshops.

Retirement plans for business owners (SEP, solo 401k) General tax planning Wealth management
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Andrew B

CFP®, Series 65

Conyers, GA

Brown Wealth Management, LLC

Andrew Brown is the sole advisor at Brown Wealth Management, LLC in Conyers, GA. He holds the CFP® designation and a Series 65 license, with 20 years of industry experience. Brown has managed his independent advisory firm since 2002. Brown Wealth Management serves individual and high-net-worth clients as well as pension plans, foundations, and other institutional entities. The firm operates as a fee-only fiduciary, providing tailored portfolio management and financial planning services, and is notable for its active work with pension plans and charitable organizations alongside a diverse investment approach.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Retired
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Michael L

ChFC®

Covington, GA

Michael W. Lassiter CLU ChFC Inc.

Michael Lassiter is the principal of Michael W. Lassiter CLU ChFC Inc., an independent advisory firm based in Covington, GA. He holds the ChFC® designation and has 19 years of industry experience, including prior work with Ameritas Investment Company, LLC. Lassiter is also a licensed insurance agent, active in the sale of fixed insurance products. His firm provides financial planning and advisory services to individuals, high-net-worth clients, and business entities by recommending unaffiliated third-party investment advisers. Rather than managing assets directly, the firm focuses on developing individualized plans and overseeing third-party portfolio managers through co-adviser arrangements.

General retirement planning Income planning Life insurance needs analysis Long-term care insurance Disability insurance
user avatar

Dally E

Series 65

Social Circle, GA

Executive Money Managers, Inc.

Dally East is a Series 65–licensed financial advisor with nine years of industry experience, currently affiliated with Executive Money Managers, Inc. since 2016. The firm serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and advisory consulting tailored to client objectives. Executive Money Managers emphasizes fundamental, value-oriented equity investing focused on balance-sheet strength and dividend yield, offering both customized and model portfolios under discretionary authority.

Active portfolio management Options & derivatives strategies
user avatar

Benjamin E

Series 65

Social Circle, GA

Executive Money Managers, Inc.

Benjamin Eggers is a financial advisor at Executive Money Managers, Inc. with 16 years of industry experience. He holds the Series 65 designation and has been with Executive Money Managers since 2010. Executive Money Managers, Inc. serves individual and high-net-worth clients, charitable organizations, and business entities with discretionary portfolio management and advisory consulting. The firm employs a fundamental, value-oriented equity investment approach focused on balance-sheet strength and dividend yield, offering customized or model portfolio solutions managed under discretionary authority.

Active portfolio management Options & derivatives strategies
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