← Directory
CAPSOUTH WEALTH MANAGEMENT
Legal name: CAPSOUTH PARTNERS, INC.
CRD 132517File 801-63509
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.00B
Above cohort median (national)
Discretionary AUM
$437.2M
Non-discretionary $564.1M
Clients
373
1,420 accounts
Employees
22
Top 25% of cohort in AL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 10, 2004
- Principal office
- 2216 W. MAIN STREET, DOTHAN, AL, 36301
- Phone
- 334.673.8600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.00B
- Discretionary AUM
- $437.2M
- Non-discretionary AUM
- $564.1M
- Discretionary accounts
- 1,199
- Non-discretionary accounts
- 221
- Total accounts
- 1,420
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $25.3M |
| Charitable organizations | 5 | $2.2M |
| High net worth individuals | 121 | $353.7M |
| Pension and profit sharing plans | 31 | $536.6M |
| Individuals (other than high net worth individuals) | 209 | $83.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENTAGE OF NET WORTH
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.