At CapSouth, we believe wealth isn’t built by chance—it’s built with intention. And that same intention should guide how it’s used.
We are an independent, fee-based Registered Investment Advisory (RIA) firm committed to helping our clients build financial lives that reflect what matters most to them. Our team proudly operates as fiduciaries—legally and ethically bound to act in our clients’ best interests. It’s a responsibility we don’t take lightly.
We serve clients across many life stages:
• Young professionals looking to enjoy the present while laying a strong foundation for the future
• Mid-career individuals turning career success into purposeful, lasting wealth
• Retirees transitioning from accumulation to sustainable income and meaningful legacy
• Those navigating life transitions, such as loss, divorce, or inheritance, seeking clarity and compassionate guidance
At every stage, we partner with clients to align their financial choices with their values—supporting both today’s experiences and tomorrow’s goals. For us, “wealth on purpose” means building financial stability intentionally, and using that stability to live a fulfilling, purpose-driven life.
CapSouth does not provide tax, accounting, or legal advice. Please consult your tax or legal advisor for guidance specific to those areas.
Company Details
- Employees
- 25
- Founded
- -
- Address
- 2216 West Main St, Dothan,alabama 36301,united States
- Phone
- +1 800 929 1001
- mb****@****ers.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- capsouthpartners.com
- Keywords
- Wealth Management, Guidance Financial Planning Services, Financial Planning, Investments, 401k Consulting, Trust Services, Wealth Counseling, Investment Management, Mergers and Acquisitions, Corporate Retirement Services.
- HQ
- Dothan, Alabama
Capsouth Wealth Management Questions
Capsouth Wealth Management's helpline number is +1 800 929 1001
Capsouth Wealth Management's website is capsouthpartners.com
Capsouth Wealth Management's LinkedIn profile is https://www.linkedin.com/company/capsouth-partners
Capsouth Wealth Management has
25 employees.
View email and phone details for 25
employees at Capsouth Wealth Management.
Capsouth Wealth Management's industry is
Financial Services
Capsouth Wealth Management's top competitors are
Wealth Enhancement,
Citrine Capital,
Modera Wealth Management,
Northwestern Mutual,
Deasil Wealth Management, Llc,
Captrust,
Aspyre Wealth Partners®,
Beta Upsilon Chi - Omega Chapter,
Integrated Power Services,
Alvarez & Marsal Private Wealth Partners.
Capsouth Wealth Management's support email address is mbolden@capsouthpartners.com
Capsouth Wealth Management's categories are Financial Services
Capsouth Wealth Management's founding year is 2001
