Capsouth Partners, Inc.
● SEC registered since 2004CRD 132517SEC# 801-63509Dothan, AL
Reg. AUM
$1B
Employees
22
Accounts
1,420
Location
Dothan, AL
Capsouth Partners, Inc. assets under management
Capsouth Partners, Inc. is an investment advisory firm registered with the SEC based in Dothan, AL. The firm has been registered since 2004. It reports $1 billion in regulatory assets under management and employs 22 people.
Capsouth Partners, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Brian McCallister | Retirement Plan Advisor & Owner | 5-10% | 2019 |
| Donald Paul Bolden Control | Founder & Chairman | 50-75% | 2002 |
| Jennifer Greer Fensley Control | President | 5-10% | 2025 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Capsouth Partners, Inc. manage?
Capsouth Partners, Inc. reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Capsouth Partners, Inc. have?
Capsouth Partners, Inc. reports 22 employees.
Where is Capsouth Partners, Inc. located?
Capsouth Partners, Inc. is based in Dothan, AL and has been SEC-registered since 2004.
Does Capsouth Partners, Inc. disclose fund performance?
Capsouth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2216 W. Main Street, Dothan, AL 36301 |
| Phone | 334.673.8600 |
| Fax | 334.673.8625 |
| Office hours | 8a.m.-5p.m. (M-Th) 8a.m.-12p.m. (Fr) |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1Bregulatory AUM
Discretionary $437.2MNon-discretionary $564.1M