CAPSOUTH WEALTH MANAGEMENT
Dothan, Alabama
5.0
1 Review
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 manag...
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Assets Under Mgmt

$661.01M

Investment Professionals

10

Locations

6

% 401K & Individual

13%

% Discretionary

42%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Educational seminars/workshops
Other: CONSULTING
Other Business Activities
Insurance broker or agent
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