CAPSOUTH WEALTH MANAGEMENT

2216 W. Main Street
Dothan, Alabama 36301
Tel: 334.673.8600

About CAPSOUTH WEALTH MANAGEMENT

CAPSOUTH WEALTH MANAGEMENT, formally registered with the SEC as CAPSOUTH WEALTH MANAGEMENT. The firm was established in 09/10/2004. They have over 6 offices throughout the country.

CAPSOUTH WEALTH MANAGEMENT is a Dothan, Alabama based Financial Planning firm with nearly $762,931,550 assets under management, offering retirement planning & investment advisory services to 1610 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132517
SEC#	801-63509
Assets Managed by Firm	$762,931,550
No. of Clients	1610
No. of Advisors	21

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF NET WORTH)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1610	$762,931,550
Individuals (other than high net worth individuals)	257	$81,771,644
High net worth individuals	96	$254,673,673
Pension and profit sharing plans	34	$422,474,592
Charitable organizations	5	$1,893,127
Corporations or other businesses	9	$2,118,514

More Retirement Planning firms in Dothan, Alabama:

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HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

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