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 | |
| SEC#: | 801-63509 | |
| Assets under Management: | $762,931,550 | |
| No. of Clients: | 1610 | |
| No. of Advisors: | 21 | |
| 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) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| ONEASCENT FINANCIAL SERVICES LLC | 284549 | 801-108265 | 7877 | 80 | $1,788,648,397 |
| NBC SECURITIES, INC. | 17870 | 801-58257 | 4545 | 68 | $1,715,376,867 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 107890 | 801-14752 | 2543 | 37 | $2,487,932,390 |
| SOUTHERN FINANCIAL GROUP, LLC | 142644 | 801-67489 | 2409 | 8 | $854,835,245 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 116091 | 801-61445 | 2370 | 14 | $1,673,951,576 |
| SUNBURST FINANCIAL GROUP, LLC | 283605 | 801-107720 | 1785 | 9 | $578,432,533 |
| MELD FINANCIAL, INC. | 118896 | 801-62981 | 1646 | 11 | $594,413,274 |
| CAPSOUTH WEALTH MANAGEMENT | 132517 | 801-63509 | 1610 | 21 | $762,931,550 |
| SMITH THORNTON ADVISORS, LLC | 312537 | 801-120351 | 765 | 6 | $735,361,770 |
| BHK INVESTMENT ADVISORS | 140515 | 801-66669 | 753 | 10 | $664,142,639 |
| MAYFAIR ADVISORY GROUP, LLC | 304668 | 801-117219 | 386 | 4 | $718,448,245 |
| PARK PLACE CAPITAL CORPORATION | 107952 | 801-32593 | 380 | 10 | $602,131,012 |
| PORTER WHITE INVESTMENT ADVISORS, INC. | 110876 | 801-48755 | 311 | 8 | $707,318,928 |
| ANDERSON GROWTH PARTNERS, LLC | 138600 | 801-65663 | 71 | 10 | $843,258,236 |
| ARLINGTON PARTNERS LLC | 109335 | 801-57250 | 25 | 12 | $1,340,641,610 |