CAPSOUTH PARTNERS, INC. of DOTHAN, AL is an SEC-registered investment adviser (CRD 132517). Regulatory assets under management: $1.0B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| 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 | — |