RIA Intel›Advisers›Alabama›CAPSOUTH PARTNERS, INC.

CAPSOUTH PARTNERS, INC.

Advisory

N·DOTHAN, AL

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$1.0B

1-Year AUM Growth

+15.9%

3-Year CAGR

+5.1%

Employees

13

Assets Under Management

Total AUM$1.0B

Discretionary AUM$437M

Non-Discretionary AUM$564M

Discretionary %43.7%

Total Clients383

Team

Total Employees13

Investment Advisers22

Employee Growth (1Y)—

Filing History

Total Filings on Record39

First FilingSep 8, 2004

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 39 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CAPSOUTH PARTNERS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.