CAPITAL SOUTH WEALTH MANAGEMENT, LLC

CAPITAL SOUTH WEALTH MANAGEMENT, LLC of BATON ROUGE, LA is an SEC-registered investment adviser (CRD 304838). Regulatory assets under management: $113.3M.

Registration

• CRD: 304838
• Type: Registered investment adviser
• Location: 6513 PERKINS ROAD, BATON ROUGE, LA, 70808
• Phone: 225-709-0703
• Latest filing: 2026-07-29
• Regulatory AUM: $113.3M
• Discretionary AUM: $113.3M
• Clients: 4
• Accounts: 368

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304838 on SEC IAPD (source of record)
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