Overview
Assets Under Management: $763 million
Headquarters: DOTHAN, AL
High-Net-Worth Clients: 112
Average Client Assets: $3 million
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