Investment adviser · CRD 132517

CAPSOUTH WEALTH MANAGEMENT

Investment adviser filing (IA)

CAPSOUTH PARTNERS, INC.

DOTHAN, AL, United States · Form ADV filed Mar 25, 2026

Regulatory AUM
$1B
Form ADV · Item 5.F
Client accounts
1,420
Accounts, not individual clients
Employees
22
Reported in this filing
Advisory professionals
13
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Retirement plans31$536,598,65053.6%
High-net-worth individuals121$353,711,47635.3%
Individuals209$83,468,6168.3%
Corporations & businesses7$25,262,2112.5%
Charities5$2,228,5600.2%
Filing source

Form ADV 2079587 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2216 W. MAIN STREET
DOTHAN, AL, 36301, United States

CRD 132517

Filing source

Form ADV 2079587 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.