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Capsouth Partners, Inc.

● SEC registered since 2004CRD 132517SEC# 801-63509Dothan, AL
Export (members)
Reg. AUM
$884.4M
Employees
21
Accounts
1,509
Location
Dothan, AL

Capsouth Partners, Inc. assets under management

Capsouth Partners, Inc. is an investment advisory firm registered with the SEC based in Dothan, AL. The firm has been registered since 2004. It reports $884.4 million in regulatory assets under management and employs 21 people.
www.facebook.com/capsouthpartnersView on SEC.gov ↗

Capsouth Partners, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Anthony Brian McCallister401k Services Director & Wealth Advisor5-10%2019
Donald Paul Bolden ControlCeo50-75%2002
Jennifer Greer FensleyOwner5-10%2024
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Frequently asked questions

How much does Capsouth Partners, Inc. manage?

Capsouth Partners, Inc. reports $884.4 million in regulatory assets under management on its Form ADV.

How many employees does Capsouth Partners, Inc. have?

Capsouth Partners, Inc. reports 21 employees.

Where is Capsouth Partners, Inc. located?

Capsouth Partners, Inc. is based in Dothan, AL and has been SEC-registered since 2004.

Does Capsouth Partners, Inc. disclose fund performance?

Capsouth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2216 W. Main Street, Dothan, AL 36301
Phone334.673.8600
Fax334.673.8625
Office hours8a.m.-5p.m. (M-Th) 8a.m.-12p.m. (Fr)
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$394.3M
Non-discretionary$490M
Total (RAUM)$884.4M