SourcingSourcing

CAPSOUTH PARTNERS, INC.

C48
CRD 132517·SEC 801-63509·DOTHAN, AL
AUM
$1.00B
$1B+
Est. Revenue
$10.0M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$24.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAPSOUTH PARTNERS, INC.
CRD
132517
SEC file #
801-63509
EIN
—
DBA names
Capsouth Wealth Management

Economics

AUM
$1.00B
AUM band
$1B+
AUM trajectory
'20'26
$455.4M → $1.00B▲ +120%
Client mix
Individuals Other209
Individuals High Net Worth121
Pension Profit Sharing Plans31
Corporations7
Charitable Organizations5

Operations

Employees (total)
22
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
10 advisors → 13 advisors▲ +30%
Primary office
DOTHAN AL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
facebook.com/capsouthpartners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOLDEN, DONALD, PAUL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
BOLDEN, DONALD, PAUL
BOLDEN, MARSHALL, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:capsouth.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
7
Form 5500 Total Compensation
207,891
Form 5500 Compensation Trajectory 3y
2025207,891
Form 5500 Plan Count Trajectory 3y
20257
Schedule C Total Compensation
207,891
Schedule C Service Provider Rows
7

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1469
Soi Zip Pct 200k Plus
0.031
Soi Zip Returns 200k Plus
500
Soi Zip Total AGI
937,659
Fdic Zip Total Deposits
27,353,656,000
Fdic Zip Branch Count
494
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Regions Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
13
Bc Firm IAR Count
13
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
First Alabama BankDothan, AL
First Alabama BankDothan, AL
Fdic Zip HHI
838.02
Fdic Zip Top Bank Share Pct
16.97
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI81,063
Returns5,990
Stub 2
AGI157,500
Returns4,400
Stub 3
AGI128,210
Returns2,100
Soi Zip Total Business Income
33,369
Soi Zip Total Cap Gains
29,978
Soi Zip Total Dividends
9,342
Soi Zip Total Returns
16,130
Top Owner CRD
857123
Trust Company Affiliate
No

People (14)

14
BOLDEN, DONALD, PAUL
IAR · Direct Owner · 62.5%
857123
BOLDEN, MARSHALL, PAUL
IAR · Direct Owner · 17.5%
4281528
Fensley, Jennifer, Greer
IAR · Direct Owner · 7.5%
6778292
MCCALLISTER, ANTHONY, BRIAN
IAR · Direct Owner · 7.5%
5258367
McDowall, Scott, Fain
IAR · Executive Officer · 2.5%
6620095
Armstrong, Kara, S
Executive Officer · 2.5%
7232560
PAUL LEWIS ROBINSON
IAR
5865957
Allison Suzanne Doty
IAR
6977310
Robert Dean Galloway
IAR
8143813
Emily Louise Dougherty
IAR
7898309
Braxton Scot Pettey
IAR
8148272
Peter Joseph Ramsey
IAR
4829977
CHRISTOPHER KEVIN KELLY
IAR
2955789
PATRICK MICHAEL MALLOY
IAR
4037548