CAPITAL SOUTH WEALTH MANAGEMENT, LLC

Overview

Capital South Wealth Management, LLC is an independent RIA that focuses on providing financial planning and discretionary portfolio management to individuals, families and small institutions. The firm combines fee-based asset management with fixed-fee planning work and runs educational seminars and pension consulting as part of its client services. Its business model leans toward managed portfolios built primarily from public funds and mutual funds, supported by third‑party alternative managers when appropriate. The firm reports an insurance company affiliation and lists advisory services that include financial planning, portfolio management for individuals and small businesses, pension consulting and client education. Capital South does not identify as an active ESG investor and is structured as a limited liability company with individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices