CAPSOUTH WEALTH MANAGEMENT - Financial Advisor in Alabama, Dothan

Tel: 334.673.8600 2216 W. Main Street Dothan, Alabama 36301

About CAPSOUTH WEALTH MANAGEMENT

CAPSOUTH WEALTH MANAGEMENT is a Dothan, Alabama based financial advisory firm with nearly $762,931,550 in assets under management and provides investment advisory services for 1610 clients. There are currently 21 financial advisors at the firm.

General Information

Firm CRD#:

132517

Firm SEC#:

801-63509

Assets Under Management:

$762,931,550

No. of Clients:

1610

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF NET WORTH)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Alabama?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Alabama, Dothan

FirmCRD#:297598

SEC#:801-122653

No. of Advisors:2

No. of Clients:828

AUM:$158,094,861

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

MAGNOLIA WEALTH MANAGEMENT LLC

297598

801-122653

828

$158,094,861

Explore More Financial Advisor Firms in Dothan, Alabama >>