Capsouth Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Dothan, AL. Its latest Form ADV filing, dated March 25, 2026, reports $1.0B in regulatory assets under management, 22 employees, 4 offices, and 1,420 accounts.
Top client segmentIndividuals represent 56.0% of total clients.
Top client categories% of clientsClients
1
Individuals
56.0%
209
2
HNWI
32.4%
121
3
Pension Plans
8.3%
31
4
Corporations
1.9%
7
5
Charitable
1.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 25, 2026
Discretionary43.7%
$437M
44% of total RAUM43.7%
Non-discretionary56.3%
$564M
56% of total RAUM56.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts1,420
10Y AUM Change+$340M (+51.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee17:1
10Y Employee Change+9 (+69.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.