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| Happy Holidays!! thanks for using AUM13F!! |
| Capsouth Partners Inc
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| CRD # | 132517 |
| SEC # | 801-63509 |
| CIK # | |
| AUM | $884.4 M (2025-03-28) |
| Employees | 21 (52% Investors, 0% Brokers) |
| Phone | 334-673-8600 |
| Address | 2216 W Main Street Dothan, AL 36301 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 81.0 |
| (b) Individuals (high net worth individuals) | 112 | 336.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 31 | 463.4 |
| (h) Charitable organizations | 5 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,509 | 884.4 |
| By Discretionary | ||
| Discretionary | 1,269 | 394.3 |
| Non-Discretionary | 240 | 490.0 |
| Total | 1,509 | 884.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 884.4 | |
| Total | 1,509 | 884.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Benjamin F Edwards Wealth Management LLC
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|
MO | 0.9 |
|
Old Mission Investment Company LLC
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|
MI | 0.9 |
|
Fiduciary Experts LLC
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|
0.9 | |
|
Modern Portfolio Management Inc
✚
|
OH | 0.9 |
|
Navellier & Associates Inc
✚
|
NV | 0.9 |
|
Sovereign Financial Group Inc
✚
|
CT | 0.9 |
|
REDW Wealth LLC
✚
|
NM | 0.9 |
|
Financial Solutions Advisory Group Inc
✚
|
IL | 0.9 |
|
KPP Advisory Services LLC
✚
|
KY | 0.9 |
|
The Marshall Financial Group Inc
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|
PA | 0.9 |