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CAPSOUTH PARTNERS, INC., CRD 132517
DOTHAN, AL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MARSHALL PAUL BOLDEN | n/a | Dothan, AL | 21 | 25 | 2 | no |
| ANTHONY BRIAN MCCALLISTER | n/a | Dothan, AL | 18 | 19 | n/a | no |
| PAUL LEWIS ROBINSON | n/a | DOTHAN, AL | 14 | 14 | n/a | no |
| Scott Fain McDowall | Certified Financial Planner | Blairsville, GA | DOTHAN, AL | 10 | 10 | n/a | no |
| Jennifer Greer Fensley | Certified Financial Planner | DOTHAN, AL | Huntersville, NC | 9 | 12 | n/a | no |
| Allison Suzanne Doty | Certified Financial Planner | DOTHAN, AL | Dunedin, FL | 6 | 12 | n/a | no |
| Peter Joseph Ramsey | n/a | DOTHAN, AL | 4 | 12 | 1 | no |
| Emily Louise Dougherty | n/a | DOTHAN, AL | 0 | 11 | n/a | no |
| Robert Dean Galloway | n/a | Covington, GA | DOTHAN, AL | 0 | 11 | n/a | no |
| Braxton Scot Pettey | n/a | DOTHAN, AL | 0 | 11 | n/a | no |
| CHRISTOPHER KEVIN KELLY | Certified Financial Planner | DOTHAN, AL | Apex, NC | 0 | 24 | 4 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Armstrong, Kara, S | Coo | Na | yes | 10/2019 | Mar 25, 2026 | Mar 25, 2026 |
| BOLDEN, DONALD, PAUL | FOUNDER & CHAIRMAN | D | yes | 03/2002 | Mar 25, 2026 | Mar 25, 2026 |
| BOLDEN, MARSHALL, PAUL | CEO & CCO | B | yes | 01/2025 | Mar 25, 2026 | Mar 25, 2026 |
| Fensley, Jennifer, Greer | PRESIDENT OWNER | A | yes | 01/2025 | Mar 25, 2026 | Mar 25, 2026 |
| MCCALLISTER, ANTHONY, BRIAN | RETIREMENT PLAN ADVISOR & OWNER | A | no | 10/2019 | Mar 25, 2026 | Mar 25, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ANTHONY MCCALLISTER | n/a | n/a | n/a | Y | no | n/a |
| P. LEWIS ROBINSON | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Mcdonough | Ga | United States | 4 | no |
| Dothan | Al | United States | 3 | no |
| Atlanta | Ga | United States | 2 | no |
| Blairsville | Ga | United States | 1 | no |
| Huntersville | Nc | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $1.0B | $437M | 22 | 13 | 4 | n/a | n/a |
| 2024 | Mar 28, 2025 | $884M | $394M | 21 | 11 | 5 | n/a | n/a |
| 2023 | Mar 27, 2024 | $763M | $323M | 21 | 11 | 5 | n/a | n/a |
| 2022 | Mar 17, 2023 | $661M | $277M | 22 | 10 | 6 | n/a | n/a |
| 2021 | Mar 10, 2022 | $759M | $292M | 22 | 10 | 4 | n/a | n/a |
| 2020 | Mar 15, 2021 | $644M | $235M | 21 | 8 | 4 | n/a | n/a |
| 2019 | Feb 22, 2020 | $569M | $212M | 18 | 10 | 4 | n/a | n/a |
| 2018 | Mar 25, 2019 | $455M | $153M | 19 | 11 | 4 | n/a | n/a |
| 2017 | Mar 27, 2018 | $749M | $137M | 15 | 9 | 4 | n/a | n/a |
| 2016 | Mar 27, 2017 | $661M | $111M | 13 | 7 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $598M | $103M | 14 | 7 | n/a | n/a | n/a |
| 2014 | Apr 1, 2015 | $116M | $108M | 15 | 7 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $105M | $98.7M | 15 | 7 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $84.2M | $74.2M | 15 | 8 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $68.8M | $60.2M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.0B | $884M | 13.2% | $661M | 14.8% | 22 | 21 | 4 | 5 |