CapSouth Partners

Finance · Alabama, United States · 11-50 Employees

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Overview

Headquarters

2216 W Main St, Dothan, Alabama, 36301, ...

Phone Number

(334) 673-8600

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About CapSouth Partners

CapSouth Wealth Management provides purpose-centered financial guidance and wealth management services tailored to individuals and families across the United States. Their clients include early career professionals, mid-career professionals, those nearing retirement, and business owners navigating life transitions. With over 20 years of experience, the firm emphasizes a fiduciary approach, ensuring that clients' interests are prioritized in all financial decisions. CapSouth aims to help clients align their finances with their personal values and life goals, fostering a fulfilling and balanced financial journey.Explore more
CapSouth Partners's Social MediaSIC Code 62,628NAICS Code 52,523Show more

CapSouth Partners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CapSouth Partners

<$5M
11-50
Private
-
2001
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2011
LE
Luke EvansAnalyst and Junior Advisor
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CapSouth Partners Tech Stack

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Frequently Asked Questions Regarding CapSouth Partners

What is CapSouth Partners's official website?
CapSouth Partners's official website is www.capsouthwm.com
What is CapSouth Partners's Revenue?
CapSouth Partners's revenue is <$5 Million
What is CapSouth Partners's SIC code?
CapSouth Partners's SIC: 62,628
What is CapSouth Partners's NAICS code?
CapSouth Partners's NAICS: 52,523
How many employees does CapSouth Partners have?
CapSouth Partners has 11-50 employees
What industry does CapSouth Partners belong to?
CapSouth Partners is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is CapSouth Partners competition?
CapSouth Partners top competitors include: Cascade Wealth Advisors, Copper Canyon Wealth Management, Inlet Private Wealth, Kolinsky Wealth Management
What technology does CapSouth Partners use?
Some of the popular technologies that CapSouth Partners uses are: Drupal, YouTube, Google Tag Manager, GoDaddy DNS
How do I contact CapSouth Partners?
CapSouth Partners contact info: Phone number: (334) 673-8600 Website: www.capsouthwm.com
What does CapSouth Partners do?

CapSouth Wealth Management provides purpose-centered financial guidance and wealth management services tailored to individuals and families across the United States. Their clients include early career professionals, mid-career professionals, those nearing retirement, and business owners navigating life transitions. With over 20 years of experience,... the firm emphasizes a fiduciary approach, ensuring that clients' interests are prioritized in all financial decisions. CapSouth aims to help clients align their finances with their personal values and life goals, fostering a fulfilling and balanced financial journey.Read More

What are CapSouth Partners social media links?
CapSouth Partners Linkedin page CapSouth Partners Facebook page
Is CapSouth Partners a public company?
CapSouth Partners is private company therefore does not currently have an official ticker symbol
See more information about CapSouth Partners

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