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Capital South Wealth Management, LLC

Capital South Wealth Management, LLC. CRD 304838

Capital South Wealth Management, LLC logo

CRD: 304838

Capital South Wealth Management, LLC

Baton Rouge, LA, 70808
2257090703
www.capitalsouthwm.com
$96.5M Total AUM
$96.5M Disc. AUM
-- 3Y CAGR
4 Employees
126 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers · LPL Financial · TD Ameritrade
Clients
Retail and Institutional
Platforms
--
Established Date
09-04-2019
Office Locations
1

Office Locations

6513 Perkins Road Suite 106 Baton Rouge LA

About Capital South Wealth Management, LLC

Capital South Wealth Management is a Baton Rouge-based RIA providing fiduciary, comprehensive financial planning and portfolio management for families and individuals navigating major life changes, led by CFP professionals. Portfolios primarily use public funds and ETFs alongside core fixed income. The team is active in investor education, including industry speaking (Blue Vault Bowman Investment Summit).

Team overview

43 AVG AGE
$24.1M AVG AUM / ADVISOR
$765.8K AVG AUM / CLIENT
4.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Ember optima Unison focus Vertex Alpha

Client Personas

Catalyst capital

Custodian

Matrix Frontier Catalyst element Prime insight

Investment Themes

Harbor horizon Signal beacon Vital

Investment Vehicles

Timber

Platform

Insight Horizon ember

Services

Matrix fusion Foundation vertex Unison Foundation ridge Bridge Glacier Bridge Vector harbor Momentum vector

Owner & Executives

JAMES CHRISTOPHER BAYARD

JAMES CHRISTOPHER BAYARD

Chief Compliance Officer, Financial Planner, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member

CRD
#6081998
Ownership
50% but less than 75%
(916) 299-5893
catalyst.radial@valuecapital.com
in linkedin.com/in/zenith-frontier
RYAN CHRISTOPHER GISCLAIR

RYAN CHRISTOPHER GISCLAIR

Financial Planner, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member

CRD
#6126436
Ownership
50% but less than 75%
(515) 563-7449
eagle.capital@valuecapital.com
in linkedin.com/in/glacier-unison

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Contacts

R

Robert Allen Dufrene

--

CRD
#7831353
(364) 509-6538
ridge.value@capitalcapital.com
in linkedin.com/in/wave-element
T

Thomas Cade Taylor

Director of Financial Planning

CRD
#7966223
(697) 226-1489
capital.quantum@valuecapital.com
in linkedin.com/in/prime-harbor

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $96,490,000 --
Non-Discretionary $0 --
Total $96,490,000 --

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Separately Managed Accounts

Total SMA Asset: $96,490,000

$96.5M Total SMA
Public Funds:
16.4%
Equity - Exchange:
18.5%
Cash:
35.2%
U.S. Government/Agency:
29.9%
Asset class Assets Assets %
Public Funds $1,226,721,824 16.4%
Equity - Exchange $1,383,802,058 18.5%
Cash $2,632,963,915 35.2%
U.S. Government/Agency $2,236,523,326 29.9%
Total $7,480,011,123 100.0%

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