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:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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