CapSouth Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$437,180,092
Clients
330
Advisors
11
across 7 offices
About
CapSouth Wealth Management provides investment management (both discretionary and non‑discretionary), 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 reports about 13 investment advisor representatives serving roughly 330 clients and manages approximately $1.0 billion in client assets across individual accounts and employer‑sponsored plans.
The firm builds recommendations around a client’s financial background, investment experience, objectives and risk tolerance and generally seeks diversified, long‑term portfolios consistent with modern portfolio theory, using mutual funds, ETFs, equities, options and occasional private placements. CapSouth also uses sub‑managers for selected mandates and serves in fiduciary roles for retirement plans, including acting as an ERISA 3(38) investment manager for pooled employer plans and providing ongoing oversight of defined contribution plans (over $520 million reported in such plans).
Noteworthy disclosures in the brochure include that some CapSouth employees are licensed insurance agents who may receive commissions on insurance or annuity sales (with a signed disclosure form required), and that BlackRock provides material research and model support for certain CapSouth strategies—support that the firm acknowledges can influence the use of iShares ETFs and BlackRock mutual funds and that it discloses as a potential conflict while offering clients alternatives. The brochure also highlights the firm’s multi‑tiered planning services (Guidance, Wealth Management, Private Wealth), use of the RightCapital platform for planning, and its role in providing institutional plan services including PEP arrangements.
Client services
Expertise
Occupation focus
Fee options
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.
Main office
See office2216 W. Main Street
Dothan AL 36301
Advisors at this office
4
Offices (7)
Dothan, AL 2216 W. Main Street
2216 W. Main Street, Dothan, AL 36301
4 advisors
Dothan, AL 1750 W Main Street
1750 W Main Street, Dothan, AL 36301
2 advisors
Apex, NC
Apex, NC
1 advisor
Blairsville, GA
Blairsville, GA
1 advisor
Covington, GA
Covington, GA
1 advisor
Dunedin, FL
Dunedin, FL
1 advisor
Huntersville, NC
Huntersville, NC
1 advisor
Most active in
Alabama · Florida · Georgia · Kentucky · North Carolina · South Carolina · Tennessee · Texas
Also doing business as
Capsouth Partners, Inc. · Capsouth Wealth Management · Captrust Financial Advisors, Inc. · Captrust Partners
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.
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:
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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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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.
Quick links
Advisors at this firm
Allison D
CFP®, Series 65
Dunedin, FL
CapSouth Wealth Management
Allison Doty is a CFP® with five years of industry experience, currently serving as a financial advisor at CapSouth Wealth Management since 2018. Her prior roles include positions at Gypsy Threads and Ashford Advisors as well as work at the University of Mississippi. CapSouth Wealth Management provides 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, fundamental analysis-driven investment approach with both long-term and tactical strategies.
Braxton P
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.
Jennifer F
CFP®, Series 65
Huntersville, NC
CapSouth Wealth Management
Jennifer Fensley is a CFP® and Series 65 credentialed advisor at CapSouth Wealth Management with eight years of industry experience. She has been with CapSouth Partners Inc since 2017 and previously worked at Spectrum Brands Global Batteries & Appliances for four years. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a multidisciplinary team offering a range of strategies and fiduciary services.
Christopher K
CFP®, Series 63, Series 65
Apex, NC
CapSouth Wealth Management
Christopher Kelly is a CFP® with 10 years of industry experience, currently serving as an advisor at CapSouth Wealth Management. His prior experience includes roles at Chemung Canal Trust Company, MSI Financial Services, Walnut Street Securities, and Baker Tilly Investment Advisors. CapSouth Wealth Management provides a range of advisory services including investment management, financial planning, and institutional consulting for individuals, high-net-worth clients, and various organizations. The firm focuses on building diversified, long-term portfolios aligned with clients’ financial backgrounds and risk tolerance, managing approximately $1.0 billion in assets.
Peter R
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.
Anthony M
Series 66
Dothan, AL
CapSouth Wealth Management
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.
Marshall B
Series 66
Dothan, AL
CapSouth Wealth Management
Marshall Bolden is a financial advisor with CapSouth Wealth Management in Dothan, Alabama, holding a Series 66 designation and bringing 25 years of industry experience. He has been with CapSouth Partners, Inc. since 2004. Outside of his advisory role, he is a member and co-owner of J&M Properties LLC, where he manages financial records and oversees a mortgage loan. CapSouth Wealth Management offers investment management, financial planning, and institutional consulting services to individuals, high-net-worth clients, trusts, and organizations. The firm emphasizes diversified, long-term portfolios tailored to client objectives and risk tolerance, managing approximately $1.0 billion in assets across about 330 clients.
Emily D
Series 65
Dothan, AL
CapSouth Wealth Management
Emily Dougherty is a financial advisor at CapSouth Wealth Management in Dothan, Alabama, holding a Series 65 designation with one year of industry experience. Prior to joining CapSouth Partners Inc, she worked at Allworth Financial and has a background that includes roles at Illinois State University and Southwestern Illinois College. CapSouth Wealth Management provides investment management, financial planning, institutional consulting, and other advisory services to a diverse client base including individuals, high-net-worth clients, and retirement plans. The firm emphasizes diversified, long-term portfolios aligned with clients’ financial objectives and risk tolerance, serving approximately 330 clients with around $1.0 billion in assets under management.
Paul R
Series 65
Dothan, AL
CapSouth Wealth Management
Paul Robinson is a financial advisor at CapSouth Wealth Management with 13 years of industry experience. He holds a Series 65 designation and has been with CapSouth Partners since 2012. The firm provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. CapSouth manages approximately $884 million in assets and employs a multidisciplinary team approach, combining fundamental analysis with both long-term and tactical investment strategies.
Scott M
CFP®, Series 65
Blairsville, GA
CapSouth Wealth Management
Scott Mc Dowall is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He has been with CapSouth Partners, Inc., now operating as CapSouth Wealth Management, since 2015. The firm provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and retirement plans. CapSouth manages approximately $884 million in assets and employs a long-term, fundamentally driven investment approach supplemented by tactical strategies and partnerships with select sub-managers.
Robert G
Series 65
Covington, GA
CapSouth Wealth Management
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.
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