CAPSOUTH PARTNERS, INC.
Doing business as CAPSOUTH WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$1,001,269,513
Discretionary
$437,169,831
Non-discretionary
$564,099,682
Firm details
- CRD number
- 132517
- SEC file number
- 801-63509
- Main office
- DOTHAN, AL, United States
- Employees
- 22
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.