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CAPSOUTH WEALTH MANAGEMENT
Legal name: CAPSOUTH PARTNERS, INC.
CRD 132517File 801-63509
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.CAPSOUTHWM.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 21 | 22 | increased by1 |
| Apr 1, 2026 | Clients | 383 | 373 | decreased by10 |
| Apr 1, 2026 | AUM | $884,373,284 | $1,001,269,513 | increased by$116,896,229 |
| Apr 1, 2026 | Accounts | 1,509 | 1,420 | decreased by89 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 21 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 416 | 383 | decreased by33 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $759,144,750 | $884,373,284 | increased by$125,228,534 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,708 | 1,509 | decreased by199 |
| Apr 1, 2022 | Employees | 21 | 22 | increased by1 |
| Apr 1, 2022 | Clients | 392 | 416 | increased by24 |
| Apr 1, 2022 | AUM | $643,616,839 | $759,144,750 | increased by$115,527,911 |
| Apr 1, 2022 | Accounts | 1,487 | 1,708 | increased by221 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAPSOUTH WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPSOUTH WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.