A complete list of active advisors currently associated with Capital South Wealth Management, LLC
Warmer can help you find a great advisor at Capital South Wealth Management, LLC or one who fits your needs even better.
Capital South serves individual and high‑net‑worth clients with discretionary asset management and financial planning, and it also provides retirement-plan advisory services. The firm offers ERISA 3(21) plan support and manages held‑away defined contribution participant accounts through a third‑party connectivity platform. Portfolios are constructed around each client’s goals, time horizon and risk tolerance using fundamental analysis, ongoing monitoring and at‑least‑quarterly reviews. Capital South operates a wrap fee program to consolidate advisory and trade execution services and maintains discretion to implement investment and rebalancing decisions on behalf of clients. Compared with many peers, the firm’s notable features include sponsoring a wrap fee program and regularly offering free public seminars and workshops. The firm’s principals also maintain outside business activities as licensed insurance agents with Life Brokerage, LLC and may receive commission compensation for insurance sales, a relationship disclosed in the brochure and governed by internal conflict‑of‑interest controls and the firm’s fiduciary policies.
To learn more about the advisors currently working at Capital South Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Baton Rouge, LA
| 12
| |
Baton Rouge, LA
| 2
| |
Baton Rouge, LA
| 13
| |
Baton Rouge, LA
| 1
|
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