Capital South Wealth Management Revenue
Financial Services • 
Baton Rouge, Louisiana, United States • 1-10 Employees
Capital South Wealth Management revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Key Contacts at Capital South Wealth Management
James Bayard
Financial Planner & Owner
Ryan Gisclair
Owner
Company overview
| Headquarters | 6513 Perkins Rd, Suite 106, Baton Rouge, Louisiana 70808, US |
| Phone number | +12257090792 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Financial Services, Special Needs Planning, Retirement Planning, Insurance, Long Term Care, Divorce Finances |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Capital South Wealth Management Email Formats
Capital South Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@capitalsouthwm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@capitalsouthwm.com | 100% |
About Capital South Wealth Management
Capital South Wealth Management, LLC. was founded on the Platinum Rule: "Treat others as they would like to be treated" in every client engagement our CFP® professionals will not waiver from this simple philosophy. The professionals of Capital South Wealth Management, LLC. have developed principles which are adhered to in every client engagement. Our Principles Loyalty- Our loyalty is to our clients and our clients alone. We stay objective in our dealings with outside professionals. Transparency- We believe in being completely transparent. When you receive advice from our CFP® professionals you can be assured that it is free from our own self-interests. Knowledge- We believe that without a continuing pursuit of knowledge we can't adequately serve our clients. We commit to maintaining professional designations in our field in order to stay informed on the ever changing aspects of wealth management. Service- We vow to provide unparalleled service to each and every one of our clients regardless of account size. Alignment- We treat our clients and their capital as if it were our own. We invest your and your family's wealth with the same diligence and care with which we invest our own. Commitment- We are deeply committed to the clients we serve. We expect our clients to commit to themselves by engaging our CFP® professionals through the planning process. Partnership- When you trust your financial well-being with us, you will not work with one professional but a team of knowledgeable, dedicated professionals. Capital South Wealth Management LLC is a Registered Investment Adviser in Louisiana and may transact business in those states in which it is registered, or qualifies for an exemption from registration requirements due to the de minis rule.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Capital South Wealth Management has 4 employees across 1 departments.
Departments
Number of employees
Funding Data
Capital South Wealth Management has never raised funding before.
Capital South Wealth Management Tech Stack
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Frequently asked questions
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