# CapSouth Wealth Management

CapSouth Wealth Management is a Bank / Wealth / Trust based in Dothan, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dothan, United States
- **Region:** North America
- **Address:** Dothan, AL, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** capsouthwm.com
- **LinkedIn:** https://www.linkedin.com/company/capsouth-partners

## Regulatory record

- **CRD number:** 132517
- **SEC file number:** 801-63509
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132517

## About

CapSouth Wealth Management was established in 2001 in Dothan, Alabama. It functions as a registered investment adviser serving multiple client categories. The firm provides investment management, tax planning, and portfolio management services. No specific asset-class allocations, named holdings, or geographic deployment details appear in available records. Client mandates cover individuals, trusts, corporations, and pension plans. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months have been identified in public sources. The firm maintains a conventional RIA structure without disclosed hybrid vehicles or succession arrangements.

## Questions

### Who runs investment decisions at CapSouth Wealth Management?

No named principals or CIO appear in public records.

### Does CapSouth Wealth Management participate in fund commitments or only direct deals?

Available information does not specify allocation between funds and direct investments.

### What investment stages does CapSouth Wealth Management typically target?

No stage preferences are disclosed in current sources.

### How is CapSouth Wealth Management related to any parent or affiliated vehicle?

No parent entity or spinout relationship is documented.

## Related profiles

- [Capsa Vida](https://altss.com/profile/capsa-vida)

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Last updated: 2026-06-03T20:00:00.000Z

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