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Capsouth Wealth Management

Capsouth Wealth Management. CRD 132517

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CRD: 132517

Capsouth Wealth Management

Dothan, AL, 36301
3346738600
capsouthwm.com
$1.0B Total AUM
$437.2M Disc. AUM
-- 3Y CAGR
22 Employees
384 ADV. Clients
24 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Empower · Principal
Clients
Retail and Institutional
Platforms
Radial
Established Date
03-01-2002
Office Locations
7

Office Locations

1750 W Main Street Dothan AL
2216 W. Main Street Dothan AL
-- Apex NC

About Capsouth Wealth Management

CapSouth Wealth Management is an independent RIA providing purpose-centered financial planning and investment guidance for professionals building wealth, retirees, and clients navigating major life transitions. The firm operates as a fiduciary and serves families across the U.S. Portfolios commonly use mutual funds and ETFs; Charles Schwab is a primary custodian.

Team overview

44 AVG AGE
$77.0M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
9 yrs AVG TENURE
22 Employees
13 Advisory Reps
13 RIA Reps
24yrs Firm Age

Insights

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Asset Classes

Matrix signal Ridge timber Insight

Client Personas

Signal Beacon vector

Custodian

Summit Pathway timber Vector ridge Delta insight Catalyst catalyst Signal Meridian wave North

Investment Themes

Legacy ridge Peak catalyst Glacier

Investment Vehicles

Zenith vector Crest unison

Platform

Pioneer Summit

Services

Capital Pathway Glacier prime Peak summit Summit Pioneer value Momentum Beacon Pathway Zenith Quantum Unison Delta

Technology

Pioneer prime

Owner & Executives

DONALD PAUL BOLDEN

DONALD PAUL BOLDEN

Chairman, Financial Advisor, FOUNDER, General Partner

CRD
#857123
Ownership
50% but less than 75%
(735) 368-4051
pioneer.bridge@pathwaycapital.com
in linkedin.com/in/pathway-beacon
MARSHALL PAUL BOLDEN

MARSHALL PAUL BOLDEN

Chief Compliance Officer, Chief Executive Officer, President

CRD
#4281528
Ownership
10% but less than 25%
(398) 881-5528
harbor.vital@peakcapital.com
in linkedin.com/in/north-foundation
V

Value radial

Signal quantum

CRD
#37037
Ownership
42.5%
(452) 818-4959
glacier.momentum@oakcapital.com
in linkedin.com/in/momentum-signal

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Contacts

Allison Suzanne Doty

Allison Suzanne Doty

Financial Advisor, General Partner

CRD
#6977310
(319) 277-6849
foundation.meridian@deltacapital.com
in linkedin.com/in/peak-harbor
Emily Louise Dougherty

Emily Louise Dougherty

Associate Advisor

CRD
#7898309
(820) 437-7541
meridian.atlas@summitcapital.com
in linkedin.com/in/insight-atlas
E

Eagle harbor

North peak

CRD
#24310
(641) 472-7868
vital.element@beaconcapital.com
in linkedin.com/in/foundation-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-10-2022
06-22-2023
03-27-2024
03-28-2025
03-25-2026
Category Assets AVG. Account size
Discretionary $437,169,831 $364,612
Non-Discretionary $564,099,682 $2,552,487
Total $1,001,269,513 $705,119

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Separately Managed Accounts

Total SMA Asset: $1,001,269,513

$1.0B Total SMA
Public Funds:
13.9%
Equity - Exchange:
14.4%
Cash:
14.3%
Private Funds:
27.3%
Derivatives:
11.7%
U.S. Government/Agency:
18.4%
Asset class Assets Assets %
Public Funds $229,226,549 13.9%
Equity - Exchange $237,472,109 14.4%
Cash $235,822,997 14.3%
Private Funds $450,207,539 27.3%
Derivatives $192,946,088 11.7%
U.S. Government/Agency $303,436,583 18.4%
Total $1,649,111,865 100.0%

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