# CAPSOUTH PARTNERS, INC.

CAPSOUTH PARTNERS, INC. of DOTHAN, AL is an SEC-registered investment adviser.

## Registration

- CRD: 132517
- Type: SEC-registered investment adviser
- SEC file number: 801-63509
- Location: 2216 W. MAIN STREET, DOTHAN, AL, 36301
- Phone: 334.673.8600
- Latest filing: 2026-03-25
- Regulatory AUM: $1.0B
- Discretionary AUM: $437.2M
- Non-discretionary AUM: $564.1M
- Clients: 22
- Accounts: 1,420

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Donald Paul Bolden | CEO; FOUNDER & CHAIRMAN | — |
| Marshall Paul Bolden | CEO & CCO; PRESIDENT & CCO | — |
| Anthony Brian Mccallister | 401K SERVICES DIRECTOR & WEALTH ADVISOR; RETIREMENT PLAN ADVISOR & OWNER | — |
| Kara S Armstrong | COO | — |
| Jennifer Greer Fensley | OWNER; PRESIDENT | — |
| Scott Fain Mcdowall | OWNER; WEALTH ADVISOR & OWNER | — |
| BOLDEN DONALD PAUL | CCO, COO; CEO; PRESIDENT (+7 more) | — |
| PALMER ROYCE ALAN | SR. V.P. & DIRECTOR | — |
| BALDWIN SONYA LYN | CHIEF COMPLIANCE OFFICER; VP, CHIEF COMPLIANCE OFFICER | — |
| MCCALLISTER ANTHONY BRIAN | 401K SERVICES DIRECTOR & WEALTH ADVISOR; SENIOR VP/WEALTH ADVISOR; VP/OWNER (+1 more) | — |
| Armstrong Kara S | COO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132517/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132517/similar
- Related entities: https://search.stillhousedata.com/firm/132517/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132517

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.