Overview
Assets Under Management: $763 million
Headquarters: DOTHAN, AL
High-Net-Worth Clients: 112
Average Client Assets: $3 million
Frequently Asked Questions
CAPSOUTH PARTNERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132517), CAPSOUTH PARTNERS, INC. is subject to fiduciary duty under federal law.
CAPSOUTH PARTNERS, INC. is headquartered in DOTHAN, AL.
CAPSOUTH PARTNERS, INC. serves 112 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, CAPSOUTH PARTNERS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CAPSOUTH PARTNERS, INC. manages $763 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, CAPSOUTH PARTNERS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,610
Discretionary Accounts: 1,338
Non-Discretionary Accounts: 272
Regulatory Filings
CRD Number: 132517
Last Filing Date: 2024-03-27 00:00:00
Website: https://capsouthpartners.com