Capsouth Wealth Management is a prominent investment advisory firm located in Dothan, AL. With seven offices, they serve a diverse client base, catering to over 290 individuals. Managing a substantial $661,007,000 in assets, Capsouth specializes in providing personalized financial solutions and investment strategies to help their clients achieve their long-term goals.
While their core focus lies in investment advisory services, Capsouth also serves as an insurance broker or agent, offering comprehensive coverage options to safeguard their clients' financial well-being. Additionally, they possess the expertise to effectively manage employer funds, although individual and 401K accounts make up less than 30% of their assets under management.
The firm's compensation structure offers flexibility, featuring various types such as a percentage of assets under management, fixed fees, and hourly charges. This ensures clients can choose the option that aligns best with their needs and preferences.
With a dedicated team of 22 employees, including ten investment advisors, Capsouth Wealth Management provides personalized attention and guidance to their clients. Each investment advisor manages an average of approximately $66,100,000 in assets, in line with the industry standard. Notably, Capsouth boasts a team of experienced advisors, including Anthony Mccallister, Marshall Bolden, and Donald Bolden, who have served the firm for many years.
As a trusted local advisory firm, Capsouth Wealth Management combines their extensive knowledge, personalized approach, and commitment to delivering exceptional financial services, helping clients navigate the complexities of wealth management and secure their financial futures.