CapSouth Wealth Management

Wealth Management Firm in Davidson, NC

Firm Info
Address: 8712 Lindholm Dr Ste. 300, Huntersville, NC 28078, USA
Phone: (704) 705-8797

Firm Size
Assets Under Management: $759.1 million
# of Advisors: 10
# of Clients: 1,708
Client to Advisor Ratio: 171:1
Average Account Size: $444,464
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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Capsouth Wealth Management Overview

Capsouth Wealth Management is a registered investment advisory firm based in Dothan, Alabama. The firm has been in business since 2004 and focuses solely on a fee-only fee structure. Capsouth Wealth Management is unique in that it not only provides investment advice but also functions as an insurance broker/agent. The firm offers a wide range of financial services, including financial planning and portfolio management for individual clients and small businesses. The firm also provides portfolio management services to institutional clients as well as pension consulting services. Capsouth Wealth Management is committed to providing educational seminars and workshops to clients and interested parties and offers consulting services beyond their core business. As a fee-only financial services provider, Capsouth Wealth Management is dedicated to providing unbiased advice and ensuring that their clients' interests are always their top priority. Capsouth Wealth Management believes in building lasting relationships with clients and helping them achieve their financial goals through sound investment strategies and risk management.

CAPSOUTH WEALTH MANAGEMENT is a premier financial advisory firm that caters mainly to individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations not listed. Regardless of the size or type of clients, the firm provides prudent investment advice, wealth management, and financial planning services. Their services are tailored to meet the unique needs and financial goals of each client. From providing individual retirement plans to philanthropic planning, CAPSOUTH WEALTH MANAGEMENT is dedicated to helping clients pursue their financial objectives. CAPSOUTH WEALTH MANAGEMENT offers different fee structures depending on the services provided to their clients. The first fee structure available is the percentage of AUM or assets under management. This fee is calculated based on a percentage of the total assets under CAPSOUTH WEALTH MANAGEMENT's management. It is usually paid annually, quarterly, and in some cases, monthly. The second available fee structure is the hourly-based fee, where the client pays a fixed hourly rate for all services provided. This fee structure is excellent for clients who require specific financial planning services or only need advice on a specific matter. The third available fee structure is the fixed fee, where the client pays a predetermined set fee for the services provided. Finally, CAPSOUTH WEALTH MANAGEMENT offers custom fee structures to clients who require specialized services not included in the standard fee structures. With these flexible fee structures, CAPSOUTH WEALTH MANAGEMENT ensures their clients receive personalized attention and only pay for the services they need.

Typical Clients, Fee Structures & Investment Minimum

According to CapSouth Wealth Management's Part 2 Brochure, a minimum of $100,000 is generally required for an individual, trust or corporation to open a relationship with the firm. However, clients utilizing their Automated Investment Program can open an account with a $5,000 minimum. It's noted that these minimums are negotiable at an advisor's discretion, but if a client falls below these minimum levels, CapSouth may opt to resign as an advisor.

How This Office Can Help Davidson, NC Residents

CapSouth Wealth Management is a financial advisory firm that offers customized wealth management solutions to clients in Davidson, NC. The firm understands that managing your finances can be complicated and overwhelming, especially if you are approaching retirement age or have a family to support. That's why CapSouth's team of experienced financial advisors are committed to helping clients in Davidson, NC navigate their unique financial challenges and achieve their long-term goals. As a resident of Davidson, NC, you may be facing several common financial challenges such as retirement planning, managing college expenses for your children, or creating a strategies to maximize your investments and minimize your taxes. CapSouth Wealth Management will work with you to assess your financial needs and goals, and develop a customized strategy that is tailored to meet your unique financial profile. Their comprehensive approach includes investment management, estate planning, tax planning, and risk management, ensuring that all aspects of your financial plan are aligned to help you achieve your desired outcomes. With CapSouth's help, clients in Davidson, NC can achieve greater financial security and peace of mind for themselves and their families.

To view the Minimum Investment and Fee Schedule for Capsouth Wealth Management, visit their Part 2 Brochure.

Services Offered by Capsouth Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Capsouth Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 8712 Lindholm Dr Ste. 300, Huntersville, NC 28078, USA
Phone (704) 705-8797
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 2216 W. MAIN STREET, DOTHAN, AL 36301, United States

This firm has no other locations.

State Registrations

Capsouth Wealth Management is registered to service clients in the following states:

  • Alabama
  • Florida
  • Georgia
  • North Carolina
  • South Carolina
  • Texas

Disciplinary History

Capsouth Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.