Capsouth Partners, Inc. is a large advisory firm based in Dothan. It manages $455.36 million of regulatory assets for 1,354 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Florida, Georgia, and North Carolina.
Capsouth Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, educational seminars and workshops, and consulting. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capsouth Partners, Inc. is $455.36 million. The firm's AUM has grown by 1986% since the beginning of its operation, and $266.49 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Capsouth Partners, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Capsouth Partners is pension and profit sharing plans with 31 clients and $291.02 million of assets under management. Among the 7 most similar advisory firms, Capsouth Partners has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $455.36 million for 339 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Capsouth Partners doesn't advise any private funds.
The company employs 19 people that are either part- or full-time employees. 58 percent of the employees work as investment advisers or researchers. 11 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Capsouth Partners, Inc. is owned by Donald Paul Bolden. Anthony Brian Mccallister joined the executive team most recently as the Vp/Owner.
The principal office where Capsouth Partners, Inc. performs its advisory services is located at 2216 W. Main Street, Dothan, AL 36301, which is also the mailing address of the firm. An additional office of the firm is in Mcdonough, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 334.673.8600 or by fax 334.673.8625. The normal business hours are 8am-5pm (m-th) 8am-1pm (fr) on Monday - Friday. You can find more information about the New York firm at wiregrasseconomicforum.com.