# Capital South Wealth Management, LLC

> Capital South Wealth Management, LLC is a state-registered investment advisory firm in Baton Rouge, LA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 304838
- Filed as: CAPITAL SOUTH WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Baton Rouge, LA
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304838
- AdvisorCensus page: https://advisorcensus.com/firm/capital-south-wealth-management-llc-baton-rouge-la-304838

## Quick answers

**How is Capital South Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Capital South Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Capital South Wealth Management, LLC located?**
Capital South Wealth Management, LLC's principal office is in Baton Rouge, LA, according to its Form ADV.

**Is Capital South Wealth Management, LLC registered with the SEC or a state?**
Capital South Wealth Management, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304838.

**How much does Capital South Wealth Management, LLC manage?**
Capital South Wealth Management, LLC reports $113,319,000 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (100% discretionary).

**What types of clients does Capital South Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (93); high net worth individuals (36).

**Does Capital South Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304838

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $113,319,000
- Discretionary: $113,319,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 93 | $36,372,000 |
| High net worth individuals | 36 | $76,947,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capitalsouthwm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital South Wealth Management, LLC (CRD 304838): Form ADV filing data as of October 2026.