# Capsouth Wealth Management

> Capsouth Wealth Management is an SEC-registered investment advisory firm in Dothan, AL, registered since 2004, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 132517
- Filed as: CAPSOUTH WEALTH MANAGEMENT
- Legal name: Capsouth Partners, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dothan, AL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/132517
- AdvisorCensus page: https://advisorcensus.com/firm/capsouth-wealth-management-dothan-al-132517

## Quick answers

**How is Capsouth Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Capsouth Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Capsouth Wealth Management charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Flat fee: $3,000 to $6,000 (One Time Guidance Plan); Flat fee: $7,500 to $15,000 (One Time Wealth Management Plan); Hourly rate: $400 an hour (Advisors and Executive Officers); Hourly rate: $250 an hour (Associate Advisors); Hourly rate: $150 an hour (Client Service Associates & Administrative Staff). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Capsouth Wealth Management located?**
Capsouth Wealth Management's principal office is in Dothan, AL, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Capsouth Wealth Management registered with the SEC or a state?**
Capsouth Wealth Management is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 132517.

**How much does Capsouth Wealth Management manage?**
Capsouth Wealth Management reports $1,001,269,513 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (44% discretionary).

**How have Capsouth Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Capsouth Wealth Management: Regulatory assets under management: $643,616,839 in the October 2021 data and $1,001,269,513 in the October 2026 data, up 56%. Total employees: 21 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Capsouth Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (209); high net worth individuals (121); pension and profit sharing plans (but not the plan participants or government pension plans) (31).

**Which custodians does Capsouth Wealth Management use?**
Capsouth Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Empower Trust Company and Principal Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Capsouth Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/132517

**What changed in Capsouth Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 13. Regulatory assets under management went from $884,373,284 to $1,001,269,513 (+13%). No longer lists an office in Blairsville, GA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Flat fee: $3,000 to $6,000 (One Time Guidance Plan)

> A typical One Time Guidance Plan fee ranges from $3,000 to $6,000. A typical One Time Wealth Management Plan fee ranges from $7,500 to $15,000.

- Flat fee: $7,500 to $15,000 (One Time Wealth Management Plan)

> A typical One Time Guidance Plan fee ranges from $3,000 to $6,000. A typical One Time Wealth Management Plan fee ranges from $7,500 to $15,000.

- Hourly rate: $400 an hour (Advisors and Executive Officers)

> Advisors and Executive Officers up to $400/hr

- Hourly rate: $250 an hour (Associate Advisors)

> Associate Advisors up to $250/hr

- Hourly rate: $150 an hour (Client Service Associates & Administrative Staff)

> Client Service Associates & Administrative Staff up to $150/hr

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Empower Trust Company
- Principal Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,001,269,513
- Discretionary: $437,169,831
- Non-discretionary: $564,099,682

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 209 | $83,468,616 |
| High net worth individuals | 121 | $353,711,476 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 31 | $536,598,650 |
| Charitable organizations | 5 | $2,228,560 |
| Corporations or other businesses not listed above | 7 | $25,262,211 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 22 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, KY, NC, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Atlanta, GA
- Dothan, AL
- Huntersville, NC
- McDonough, GA

### Websites listed on Form ADV (Item 1.I)
- capsouthwm.com
- Facebook @CAPSOUTHPARTNERS
- LinkedIn @CAPSOUTH-PARTNERS
- YouTube @capsouthwealthmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $643,616,839 | 21 | March 15, 2021 |
| October 2022 | $759,144,750 | 22 | March 10, 2022 |
| October 2023 | $661,007,213 | 22 | June 22, 2023 |
| October 2024 | $762,931,550 | 21 | March 27, 2024 |
| October 2025 | $884,373,284 | 21 | March 28, 2025 |
| October 2026 | $1,001,269,513 | 22 | March 25, 2026 |

Regulatory assets under management: $643,616,839 in the October 2021 data and $1,001,269,513 in the October 2026 data, up 56%.
Total employees: 21 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 13.
- Regulatory assets under management went from $884,373,284 to $1,001,269,513 (+13%).
- No longer lists an office in Blairsville, GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capsouth Wealth Management (CRD 132517): Form ADV filing data as of October 2026.