Capital South Wealth Management, LLC
Firm details
- Headquarters
- Baton Rouge, Louisiana
- CRD number
- 304838
- Website
- www.capitalsouthwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.9%
- Individuals32.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Capital South Wealth Management, LLC is an independent, owner-operated registered investment adviser that serves both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and via fixed fees, and lists core advisory services that include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser. An industry affiliation with an insurance company is noted.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities16%
- Cash & Cash Equivalents4%
- US Government Bonds3%
Contacts
3 of 4
Thomas Taylor
Investment Advisor RepresentativeCRD 7966223
Robert Dufrene
Investment Advisor RepresentativeCRD 7831353
Ryan Gisclair
Financial PlannerCRD 6126436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Baton Rouge, LA
East Baton Rouge
Location
Baton Rouge, LA
Headquartered in Baton Rouge, LA, in the South of the United States.
- Region
- South
- County
- East Baton Rouge
- Address
- 6513 Perkins Rd
- Time zone
- CT (UTC-6)
- Office locations
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