CapSouth Wealth Management

Wealth Management Firm in McDonough, GA

Firm Info
Address: 1200 Keys Ferry Ct, McDonough, GA 30253, USA
Phone: (678) 272-7555

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

Get Connected with a Financial Advisor

* required fields

Capsouth Wealth Management Overview

CAPSOUTH WEALTH MANAGEMENT is a fee-only registered investment advisory firm headquartered in Dothan, AL. Founded in 2004, the firm has been providing investment advice and financial planning services to individuals and small businesses for over 15 years. In addition to portfolio management services, CAPSOUTH WEALTH MANAGEMENT also offers pension consulting services and educational seminars and workshops. This allows clients to not only manage their investments, but also to plan for their long-term financial security. The firm also offers consulting services, which may include guidance on estate planning, tax planning, and risk management. As an insurance broker/agent, CAPSOUTH WEALTH MANAGEMENT is uniquely positioned to offer a full spectrum of wealth management resources to its clients. Overall, CAPSOUTH WEALTH MANAGEMENT aims to provide comprehensive financial planning and investment management services that help clients achieve their financial goals and build long-term wealth. With over a decade of experience in the industry, the firm has a strong track record of success and a reputation for delivering personalized, client-centric services.

CAPSOUTH WEALTH MANAGEMENT serves a wide range of clients, from individuals to high net worth individuals, and pension or profit sharing plans to charitable organizations. Along with these common client types, CAPSOUTH WEALTH MANAGEMENT also serves other corporation types not listed. The firm's expertise and experience enables them to create tailored financial plans for each client, regardless of the client type. When it comes to fee structures, CAPSOUTH WEALTH MANAGEMENT offers several options depending on the service provided. These include a percentage of assets under management (AUM), hourly rates, fixed fees, and other types of fees. Typically, the percentage of AUM structure is used for ongoing management services, while hourly rates may be used for consultations or specific projects. Fixed fees may be used for one-time projects, such as financial planning or tax preparation, while other types of fees may be structured on a case by case basis. With this range of options, clients can choose the fee structure that best suits their needs and financial goals.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for CapSouth Wealth Management is generally $100,000 for individuals, trusts, or corporations. However, clients utilizing their Automated Investment Program can open an account with a minimum size of $5,000. The Part 2 Brochure notes that these minimums are negotiable at the advisor's discretion. If a client falls below the minimum levels, CapSouth may resign as the advisor.

How This Office Can Help McDonough, GA Residents

CapSouth Wealth Management is a comprehensive financial planning firm that assists clients in McDonough, GA with their financial needs. The firm understands that individuals and families face unique financial challenges in McDonough, GA. For example, the median household income in McDonough is lower than the state average, which can make saving for retirement or managing debt more difficult. Additionally, as an Atlanta suburb, McDonough offers many opportunities for growth and development, but also experiences the ups and downs of a somewhat volatile economy. To address these challenges, CapSouth Wealth Management works with each client to develop a personalized financial plan that takes into account their specific needs, goals and aspirations. They analyze factors such as contingency savings, retirement planning, debt management, and college planning to create a financial roadmap for each client. The team at CapSouth Wealth Management understands the unique financial challenges and opportunities facing individuals and families in McDonough, GA, and tailors their services to help clients achieve their financial objectives.

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 1200 Keys Ferry Ct, McDonough, GA 30253, USA
Phone (678) 272-7555
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

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.

FREQUENTLY ASKED QUESTIONS

Integrated Wealth Management FAQs