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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Alabama
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Armstrong, Kara, S | I | COO | NA | Control |
| Armstrong, Kara, S | I | COO | NA | Control |
| Armstrong, Kara, S | I | COO | NA | Control |
| Armstrong, Kara, S | I | COO | NA | Control |
| Armstrong, Kara, S | I | COO | NA | Control |
| Armstrong, Kara, S | I | COO | NA | Control |
| Armstrong, Kara, S | I | COO | NA | Control |
| Armstrong, Kara, S | I | COO | NA | Control |
| Armstrong, Kara, S | I | COO | NA | Control |
| BALDWIN, SONYA, LYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALDWIN, SONYA, LYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALDWIN, SONYA, LYN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| BALDWIN, SONYA, LYN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| BALDWIN, SONYA, LYN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| BALDWIN, SONYA, LYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALDWIN, SONYA, LYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALDWIN, SONYA, LYN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| BALDWIN, SONYA, LYN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| BALDWIN, SONYA, LYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALDWIN, SONYA, LYN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| BALDWIN, SONYA, LYN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| BALDWIN, SONYA, LYN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| BALDWIN, SONYA, LYN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| BOLDEN, MARSHALL, PAUL | I | VP, CFA | NA | Control |
| BOLDEN, MARSHALL, PAUL | I | VP, CFA | NA | Control |
| BOLDEN, MARSHALL, PAUL | I | VP, CFA | NA | Control |
| BOLDEN, MARSHALL, PAUL | I | VP, CFA | NA | Control |
| BOLDEN, MARSHALL, PAUL | I | VP, CFA / OWNER | NA | Control |
| BOLDEN, MARSHALL, PAUL | I | VP, CFA | NA | Control |
| BOLDEN, MARSHALL, PAUL | I | VP, CFA | NA | Control |
| BOLDEN, MARSHALL, PAUL | I | VP, CCO, CIO/ OWNER | NA | Control |
| BOLDEN, MARSHALL, PAUL | I | VP, CCO, CIO/ OWNER | NA | Control |
| BOLDEN, MARSHALL, PAUL | I | VP, CCO, CIO/ OWNER | NA | Control |
| BOLDEN, MARSHALL, PAUL | I | VP, CCO, CFA / OWNER | NA | Control |
| BOLDEN, MARSHALL, PAUL | I | VP, CCO, CIO/ OWNER | NA | Control |
| BOLDEN, MARSHALL, PAUL | I | VP, CCO, CIO/ OWNER | NA | Control |
| BOLDEN, MARSHALL, PAUL | I | VP, CCO, CIO/ OWNER | NA | Control |
| BOLDEN, MARSHALL, PAUL | I | CCO, COO | NA | Control |
| BOLDEN, MARSHALL, PAUL | I | CCO, COO | NA | Control |
| MCCALLISTER, ANTHONY, BRIAN | I | VP/OWNER | NA | |
| MCCALLISTER, ANTHONY, BRIAN | I | VP/OWNER | NA | |
| MCCALLISTER, ANTHONY, BRIAN | I | VP/OWNER | NA | |
| MCCALLISTER, ANTHONY, BRIAN | I | VP/OWNER | NA | |
| MCCALLISTER, ANTHONY, BRIAN | I | VP/OWNER | NA | |
| MCCALLISTER, ANTHONY, BRIAN | I | VP/OWNER | NA | |
| MCCALLISTER, ANTHONY, BRIAN | I | VP/OWNER | NA | |
| MCCALLISTER, ANTHONY, BRIAN | I | VP/OWNER | NA | |
| MCCALLISTER, ANTHONY, BRIAN | I | VP/WEALTH ADVISOR | NA | |
| MCCALLISTER, ANTHONY, BRIAN | I | VP/WEALTH ADVISOR | NA | |
| McDowall, Scott, Fain | I | OWNER | NA | |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR | E | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR | E | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR | E | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR | E | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR | E | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR/OWNER | E | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR | E | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR | E | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR/OWNER | E | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR/OWNER | E | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR/OWNER | E | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR/OWNER | E | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR/OWNER | E | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR/OWNER | E | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR/OWNER | E | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT | E | Control |
| BOLDEN, DONALD, PAUL | I | CEO | E | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT | E | Control |
| BOLDEN, DONALD, PAUL | I | CEO | E | Control |
| BOLDEN, DONALD, PAUL | I | CEO | E | Control |
| BOLDEN, DONALD, PAUL | I | CEO | E | Control |
| BOLDEN, DONALD, PAUL | I | CEO | E | Control |
| BOLDEN, DONALD, PAUL | I | CEO | E | Control |
| BOLDEN, DONALD, PAUL | I | CEO | E | Control |
| BOLDEN, DONALD, PAUL | I | CEO | E | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR | D | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR | D | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR | D | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR | D | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR | D | Control |
| BOLDEN, DONALD, PAUL | I | PRESIDENT & DIRECTOR | D | Control |
| BOLDEN, DONALD, PAUL | I | CEO | D | Control |
| PALMER, ROYCE, ALAN | I | SR. V.P. & DIRECTOR | C | Control |
| PALMER, ROYCE, ALAN | I | SR. V.P. & DIRECTOR | C | Control |
| PALMER, ROYCE, ALAN | I | SR. V.P. & DIRECTOR | C | Control |
| PALMER, ROYCE, ALAN | I | SR. V.P. & DIRECTOR | C | Control |
| PALMER, ROYCE, ALAN | I | SR. V.P. & DIRECTOR | C | Control |
| PALMER, ROYCE, ALAN | I | SR. V.P. & DIRECTOR | C | Control |
| BOLDEN, MARSHALL, PAUL | I | PRESIDENT & CCO | B | Control |
| BOLDEN, MARSHALL, PAUL | I | PRESIDENT & CCO | A | Control |
| BOLDEN, MARSHALL, PAUL | I | PRESIDENT & CCO | A | Control |
| BOLDEN, MARSHALL, PAUL | I | PRESIDENT & CCO | A | Control |
| BOLDEN, MARSHALL, PAUL | I | PRESIDENT & CCO | A | Control |
| BOLDEN, MARSHALL, PAUL | I | PRESIDENT & CCO | A | Control |
| BOLDEN, MARSHALL, PAUL | I | PRESIDENT & CCO | A | Control |
| BOLDEN, MARSHALL, PAUL | I | PRESIDENT & CCO | A | Control |
| BOLDEN, MARSHALL, PAUL | I | PRESIDENT & CCO | A | Control |
| Fensley, Jennifer, Greer | I | OWNER | A | |
| MCCALLISTER, ANTHONY, BRIAN | I | SENIOR VP/WEALTH ADVISOR | A | |
| MCCALLISTER, ANTHONY, BRIAN | I | SENIOR VP/WEALTH ADVISOR | A | |
| MCCALLISTER, ANTHONY, BRIAN | I | SENIOR VP/WEALTH ADVISOR | A | |
| MCCALLISTER, ANTHONY, BRIAN | I | SENIOR VP/WEALTH ADVISOR | A | |
| MCCALLISTER, ANTHONY, BRIAN | I | SENIOR VP/WEALTH ADVISOR | A | |
| MCCALLISTER, ANTHONY, BRIAN | I | 401K SERVICES DIRECTOR & WEALTH ADVISOR | A | |
| MCCALLISTER, ANTHONY, BRIAN | I | 401K SERVICES DIRECTOR & WEALTH ADVISOR | A | |
| MCCALLISTER, ANTHONY, BRIAN | I | 401K SERVICES DIRECTOR & WEALTH ADVISOR | A | |
| MCCALLISTER, ANTHONY, BRIAN | I | 401K SERVICES DIRECTOR & WEALTH ADVISOR | A |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (8)
AL FL GA KY NC SC TN TX
Address
2216 W. MAIN STREETDOTHAN, AL 36301
United States
Phone: 334.673.8600