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| Capsouth Partners Inc
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|
|---|---|
| CRD # | 132517 |
| SEC # | 801-63509 |
| CIK # | |
| AUM | $1.0 B (2026-03-25) |
| Employees | 22 (59% Investors, 0% Brokers) |
| Phone | 334-673-8600 |
| Address | 2216 W Main Street Dothan, AL 36301 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 209 | 83.5 |
| (b) Individuals (high net worth individuals) | 121 | 353.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 31 | 536.6 |
| (h) Charitable organizations | 5 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 25.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,420 | 1,001.3 |
| By Discretionary | ||
| Discretionary | 1,199 | 437.2 |
| Non-Discretionary | 221 | 564.1 |
| Total | 1,420 | 1,001.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,001.3 | |
| Total | 1,420 | 1,001.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Asset Allocation Strategies LLC
✚
|
MI | 1.0 |
|
Breakwater Capital Group
✚
|
NJ | 1.0 |
|
Lafleur & Godfrey LLC
✚
|
MI | 1.0 |
|
Dorsey Wright & Associates LLC
✚
|
VA | 1.0 |
|
Legacy Financial Group LLC
✚
|
IA | 1.0 |
|
Everest Financial Group LLC
✚
|
MN | 1.0 |
|
Commonwealth Financial Services LLC
✚
|
WV | 1.0 |
|
McLean Asset Management Corporation
✚
|
VA | 1.0 |
|
American Independent Securities Group LLC
✚
|
ID | 1.0 |
|
Fiduciary Experts LLC
✚
|
1.0 |