CAPSOUTH PARTNERS, INC.
Legal name: CAPSOUTH WEALTH MANAGEMENT
CRD #132517 SEC #801-63509 DOTHAN, AL 334.673.8600
SEC Registered
Total AUM
$884.4M
Discretionary
$394.3M
Employees
21
Clients
101
Accounts
1,509
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $884.4M | $394.3M | $490M | 21 | 14 |
| Mar 2024 | $762.9M | $322.8M | $440.1M | 21 | 14 |
| Jun 2023 | $661M | $277M | $384M | 22 | 13 |
| Mar 2023 | $661M | $277M | $384M | 22 | 13 |
| Mar 2022 | $759.1M | $291.6M | $467.6M | 22 | 14 |
| Mar 2021 | $643.6M | $235M | $408.6M | 21 | 7 |
| Jun 2020 | $568.8M | $211.6M | $357.2M | 18 | 3 |
| Jun 2020 | $568.8M | $211.6M | $357.2M | 18 | 3 |
| Feb 2020 | $568.8M | $211.6M | $357.2M | 18 | 3 |
| Oct 2019 | $455.4M | $153.2M | $302.1M | 17 | 4 |
| Mar 2019 | $455.4M | $153.2M | $302.1M | 19 | 4 |
| Mar 2018 | $748.8M | $137M | $611.8M | 15 | 35 |
| Apr 2017 | $661M | $110.9M | $550M | 13 | 300 |
| Mar 2017 | $661M | $110.9M | $550M | 13 | 300 |
| Sep 2016 | $598.1M | $102.9M | $495.2M | 13 | 300 |
| Jun 2016 | $598.1M | $102.9M | $495.2M | 14 | 300 |
| Mar 2016 | $598.1M | $102.9M | $495.2M | 14 | 300 |
| Feb 2016 | $116.5M | $108.4M | $8M | 15 | 300 |
| Apr 2015 | $116.5M | $108.4M | $8M | 15 | 300 |
| Mar 2014 | $104.8M | $98.7M | $6.1M | 15 | 300 |
| Mar 2013 | $84.2M | $74.2M | $9.9M | 15 | 300 |
| Mar 2012 | $68.8M | $60.2M | $8.7M | 6 | 200 |
| May 2011 | $67.8M | $62.8M | $5M | 10 | -- |
| Mar 2011 | $63.5M | $57.6M | $5.9M | 10 | -- |
| Mar 2009 | $31.9M | $28M | $3.9M | 10 | -- |
| Mar 2008 | $40.1M | $33.1M | $7M | 10 | -- |
| Dec 2007 | $33.5M | $25.9M | $7.6M | 10 | -- |
| Mar 2007 | $33.5M | $25.9M | $7.6M | 10 | -- |
| Mar 2006 | $30.8M | $24M | $6.8M | 10 | -- |
| Dec 2004 | $19.2M | $13.5M | $5.7M | 10 | -- |
| Sep 2004 | $0 | $0 | $0 | 10 | -- |
DateMar 2025
Total AUM$884.4M
Discretionary$394.3M
Non-Disc.$490M
Employees21
Clients14
DateMar 2024
Total AUM$762.9M
Discretionary$322.8M
Non-Disc.$440.1M
Employees21
Clients14
DateJun 2023
Total AUM$661M
Discretionary$277M
Non-Disc.$384M
Employees22
Clients13
DateMar 2023
Total AUM$661M
Discretionary$277M
Non-Disc.$384M
Employees22
Clients13
DateMar 2022
Total AUM$759.1M
Discretionary$291.6M
Non-Disc.$467.6M
Employees22
Clients14
DateMar 2021
Total AUM$643.6M
Discretionary$235M
Non-Disc.$408.6M
Employees21
Clients7
DateJun 2020
Total AUM$568.8M
Discretionary$211.6M
Non-Disc.$357.2M
Employees18
Clients3
DateJun 2020
Total AUM$568.8M
Discretionary$211.6M
Non-Disc.$357.2M
Employees18
Clients3
DateFeb 2020
Total AUM$568.8M
Discretionary$211.6M
Non-Disc.$357.2M
Employees18
Clients3
DateOct 2019
Total AUM$455.4M
Discretionary$153.2M
Non-Disc.$302.1M
Employees17
Clients4
DateMar 2019
Total AUM$455.4M
Discretionary$153.2M
Non-Disc.$302.1M
Employees19
Clients4
DateMar 2018
Total AUM$748.8M
Discretionary$137M
Non-Disc.$611.8M
Employees15
Clients35
DateApr 2017
Total AUM$661M
Discretionary$110.9M
Non-Disc.$550M
Employees13
Clients300
DateMar 2017
Total AUM$661M
Discretionary$110.9M
Non-Disc.$550M
Employees13
Clients300
DateSep 2016
Total AUM$598.1M
Discretionary$102.9M
Non-Disc.$495.2M
Employees13
Clients300
DateJun 2016
Total AUM$598.1M
Discretionary$102.9M
Non-Disc.$495.2M
Employees14
Clients300
DateMar 2016
Total AUM$598.1M
Discretionary$102.9M
Non-Disc.$495.2M
Employees14
Clients300
DateFeb 2016
Total AUM$116.5M
Discretionary$108.4M
Non-Disc.$8M
Employees15
Clients300
DateApr 2015
Total AUM$116.5M
Discretionary$108.4M
Non-Disc.$8M
Employees15
Clients300
DateMar 2014
Total AUM$104.8M
Discretionary$98.7M
Non-Disc.$6.1M
Employees15
Clients300
DateMar 2013
Total AUM$84.2M
Discretionary$74.2M
Non-Disc.$9.9M
Employees15
Clients300
DateMar 2012
Total AUM$68.8M
Discretionary$60.2M
Non-Disc.$8.7M
Employees6
Clients200
DateMay 2011
Total AUM$67.8M
Discretionary$62.8M
Non-Disc.$5M
Employees10
Clients--
DateMar 2011
Total AUM$63.5M
Discretionary$57.6M
Non-Disc.$5.9M
Employees10
Clients--
DateMar 2009
Total AUM$31.9M
Discretionary$28M
Non-Disc.$3.9M
Employees10
Clients--
DateMar 2008
Total AUM$40.1M
Discretionary$33.1M
Non-Disc.$7M
Employees10
Clients--
DateDec 2007
Total AUM$33.5M
Discretionary$25.9M
Non-Disc.$7.6M
Employees10
Clients--
DateMar 2007
Total AUM$33.5M
Discretionary$25.9M
Non-Disc.$7.6M
Employees10
Clients--
DateMar 2006
Total AUM$30.8M
Discretionary$24M
Non-Disc.$6.8M
Employees10
Clients--
DateDec 2004
Total AUM$19.2M
Discretionary$13.5M
Non-Disc.$5.7M
Employees10
Clients--
DateSep 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--