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CAPSOUTH WEALTH MANAGEMENT

DOTHAN, AL · CRD 132517 · IAPD ↗ · 334.673.8600

$1.00BRegulatory AUM
13Advisory reps
22Employees
11Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — CAPSOUTH WEALTH MANAGEMENT crossed $1B in regulatory AUM ($884.4M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
April 2024 — CAPSOUTH WEALTH MANAGEMENT notice-filed in KY, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.