CapSouth Partners, operating as CapSouth Wealth Management, is a registered investment advisor founded in 2001 and based in Dothan, Alabama. The firm offers comprehensive financial services including discretionary and non-discretionary investment management, tiered financial planning services, and institutional consulting. CapSouth works with individuals, high-net-worth clients, families, trusts, and business owners. Their approach emphasizes diversified portfolios built using modern portfolio theory, utilizing exchange-traded funds, mutual funds, equities, and fixed income investments, alongside specialized financial planning levels ranging from basic guidance to advanced private wealth management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.65% |
| $2.5M+ | 0.50% |
There is a minimum annual fee of $2,500 per household. Fees are negotiable.