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CAPITAL SOUTH WEALTH MANAGEMENT, LLC

Advisory

BATON ROUGE, LA

Data as of Jul 29, 2026 · Source: SEC Form ADV

Rank in LA
#97
of 142 advisers by AUM
Average account
$308K
across 368 accounts
AUM per adviser
$28M
4 advisers

Source: SEC Form ADV. Figures as filed Jul 29, 2026.

Total AUM
$113M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$113M
Discretionary AUM$113M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients129
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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