Skip to main content

Meet your financial partners

CapSouth exists to help clients define and live their One Best Financial Life® 

Schedule a Call

We think there’s a better way to do financial planning and wealth management. 

Too many people trust their finances and futures to investment managers. An investment manager simply monitors a portfolio and charges for the service. Your financial goals are more complicated than simply watching charts, checking market trends, and hoping for a rate of return. 
 
 
 
 

You deserve better.

You deserve someone who:
  • Identifies your goals, the story you want to live and the legacy you leave behind
  • Develops a plan in line with your present goals now and those in retirement
  • Oversees your customized plan as life happens and goals change
  • Walks with you through major financial moments throughout your life
In other words, you deserve more than an investment manager. You need someone who helps you identify major life goals and connects those to your financial plan. 

You should trust who manages your money and financial future.

Trust happens when you know someone. Get to know who we are, our purpose, and what makes us different.

Our purpose

Challenging our clients to define and live their One Best Financial Life®

Our process

Help clients define their goals, put a plan in place to achieve those goals, place an emphasis on those goals, then monitor and adjust the plan as life happens

Our difference

We ask better questions, that lead to honest conversations, that develop personalized plans, that help you live your One Best Financial Life®

Meet the CapSouth team who wants to guide and walk with you throughout your financial journey

Meet Our Team

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 act honestly and ethically.

  • RESPECT

    We treat others the way we want to be treated.

  • ACCOUNTABILITY

    We own our responsibilities, actions, and outcomes.

  • COLLABORATION

    We leverage our collective strengths to achieve a common goal.

  • DRIVEN TO IMPROVE

    We are dedicated to the constant pursuit of excellence.

Our History

  • April 2001

    CapTrust Financial Advisors, Inc. founded in Dothan, AL

  • November 2003

    Dothan office relocated to 2216 West Main Street

  • September 2004

    Became a Registered Investment Advisor

  • February 2005

    Changed name to CapSouth Partners, Inc

  • February 2010

    Opened what is now McDonough, GA office

  • February 2014

    Expanded into Midtown Atlanta

  • April 2016

    Partnered with United Capital now Goldman Sachs Personal Financial Management

  • March 2017

    Expanded into Charlotte, NC market

  • October 2017

    Renovated and expanded Dothan office and re-branded to CapSouth Wealth Management

  • November 2022

    Expanded and opened Corporate Office

    Help us keep you informed!

    Let us do the work and keep you updated! Sign up for the CapSouth financial updates.

    You have Successfully Subscribed!