Capital South Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Capital South Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individual and high-net-worth clients. The firm reports managing about $113 million for roughly 129 clients and operates with a four-advisor team.
Portfolios and plans are tailored to each client’s stated goals, time horizon, and risk tolerance and are implemented using discretionary authority, fundamental analysis, and a mix of long- and short-term strategies with periodic rebalancing and quarterly reviews. The firm also manages held-away defined-contribution accounts via a third-party platform to review and rebalance participant allocations while avoiding custody.
Compared with many peers, the firm sponsors a wrap-fee program that operates through Charles Schwab and other approved broker-dealers and also runs free educational seminars and workshops for the public. Leadership maintains an outside insurance-agency affiliation (Life Brokerage, LLC) and sells insurance products for commissions (reported as less than 5% of their compensation), a disclosed conflict the firm says it mitigates through disclosures and its fiduciary obligations.
Client services
Expertise
Fee options
Fixed fees for one-time financial planning consultations range from $1,000 to $10,000; Fixed fees for ongoing financial planning services range from $1,000 to $4,000 billed quarterly in advance.
Account minimum: $500,000 (for wrap fee program); $0 (no minimum for non-wrap accounts)
Main office
6513 Perkins Road, Suite 106
Baton Rouge LA 70808
Advisors at this office
4
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Robert D
Series 65
Baton Rouge, LA
Capital South Wealth Management, LLC
Robert Dufrene is a Series 65 licensed financial advisor with Capital South Wealth Management, LLC in Baton Rouge, LA, where he has worked since 2023. He has two years of industry experience and also serves as Assistant Director at Louisiana State University’s Gordon A. Cain Center, a position he has held since 2019. Capital South Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individual and high-net-worth clients. The firm manages approximately $113 million for about 129 clients, using fundamental analysis and a mix of long- and short-term strategies tailored to each client’s goals and risk tolerance.
Ryan G
CFP®, Series 66
Baton Rouge, LA
Capital South Wealth Management, LLC
Ryan Gisclair is a CFP® professional with 13 years of industry experience, currently serving at Capital South Wealth Management, LLC since 2016. He also holds an insurance agent role with Life Brokerage LLC and has involvement in several community organizations in Baton Rouge, including serving as president of the Estate & Business Planning Council and as a board member of LA Key Academy. Additionally, he acts as treasurer for the Law Enforcement and Criminal Justice Foundation. Capital South Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individual and high-net-worth clients. The firm manages approximately $113 million across about 129 clients, using tailored portfolios implemented through fundamental analysis and a mix of long- and short-term strategies with regular rebalancing and quarterly reviews.
Thomas T
Series 65
Baton Rouge, LA
Capital South Wealth Management, LLC
Thomas Taylor is a financial advisor at Capital South Wealth Management, LLC in Baton Rouge, LA, holding a Series 65 designation and bringing one year of industry experience. His background includes roles at Drax Biomass, P&S Surgical Hospital, and the Ouachita Parish Clerk of Court. Capital South Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services primarily to individual and high-net-worth clients. The firm employs a tailored approach based on client goals, time horizon, and risk tolerance, utilizing a mix of long- and short-term strategies with regular portfolio reviews.
James B
CFP®, ChFC®, Series 66
Baton Rouge, LA
Capital South Wealth Management, LLC
James Bayard is a CFP® and ChFC® with 12 years of industry experience. He is currently a financial advisor at Capital South Wealth Management, LLC, where he has worked since 2016. Bayard is also associated with Life Brokerage LLC as an insurance agent. Capital South Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individual and high-net-worth clients. The firm employs tailored portfolios using fundamental analysis and both long- and short-term strategies, managing approximately $113 million for around 129 clients.
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