CapSouth Wealth Management
Financial Services • 
Dothan, Alabama, United States • 21-50 Employees
Company overview
| Headquarters | 2216 West Main St, Dothan, Alabama 36301, US |
| Phone number | +18009291001 |
| Websites | |
| NAICS | 52 |
| SIC | 673 |
| Keywords | Investments, Wealth Management, Mergers And Acquisitions, Financial Planning, Investment Management, Trust Services, Guidance Financial Planning Services, 401K Consulting, Corporate Retirement Services, Wealth Counseling |
| Founded | 2001 |
| Employees | 21-50 |
| Socials |
Key Contacts at CapSouth Wealth Management
Lewis Robinson
Director Of Advance Planning
Jennifer Fensley
Wealth Management Advisor & Wealth Management Director
Amy Kennedy
Marketing And Recruiting Director
Meredith Agan
Director Of Operations
Donald Bolden
Chief Executive Officer
CapSouth Wealth Management Email Formats
CapSouth Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@capsouthpartners.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@capsouthpartners.com | 50% |
{first name}{last name} | johndoe@capsouthwm.com | 50% |
About CapSouth Wealth Management
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. Investment advisory services are offered through CapSouth Partners, Inc, dba CapSouth Wealth Management, an independent registered Investment Advisory firm. Information provided by sources deemed to be reliable. CapSouth does not guarantee the accuracy or completeness of the information. This material has been prepared for planning purposes only and is not intended as specific tax or legal advice. CapSouth does not offer tax, accounting or legal advice. Please consult your tax or legal advisor to discuss your specific situation before making any decisions that may have tax or legal consequences.
CapSouth Wealth Management revenue & valuation
| Annual revenue | $16,800,000 |
| Revenue per employee | $670,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $53,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
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Employees by Department
CapSouth Wealth Management has 13 employees across 5 departments.
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Funding Data
CapSouth Wealth Management has never raised funding before.
CapSouth Wealth Management Tech Stack
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