About Us

Vision & Purpose

CapSouth was founded over two decades ago with the vision of providing financial and investment guidance to families and companies. What started out as a small business with five employees, has grown into a flourishing company spanning three states, currently serving almost 400 clients, and employing 20+ team members.

At CapSouth, our purpose is to challenge clients to define and live their One Best Financial Life^®. We do this by helping clients define their goals, and what they really value, build a plan to achieve their goals, and adjust the plan as life happens.

We have chosen a holistic approach as opposed to a purely investment focus. It starts with asking better questions. Simple, but very important. These ‘‘better questions” are what lay the foundation for CapSouth advisors to help clients define and live their One Best Financial Life^®

Core Values

At CapSouth, our Core Values are the deeply ingrained principles that guide our actions; they serve as our company’s behavioral and cultural cornerstones.

INTEGRITY

We maintain a high level of integrity
DRIVEN TO IMPROVE

We strive to continually improve our expertise and application of it
BALANCE

We encourage balance as an individual in all areas of life
RESPECT

We treat others the way we want to be treated
ACCOUNTABILITY

We take initiative to do things and responsibility for what we do
ENJOYMENT

We seek to find joy in our lives and to add joy to the lives of those we serve