Capsouth Partners, Inc.
- Regulatory AUM
- $1.0B
- Discretionary
- $437M
- Clients
- 373
- Avg AUM / client
- $2.7M
- Accounts
- 1,420
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 209 | $83.5M | 8.34% |
| High net worth individuals | 121 | $354M | 35.3% |
| Pension and profit sharing plans | 31 | $537M | 53.6% |
| Charitable organizations | 5 | $2.2M | 0.22% |
| Corporations and other businesses | 7 | $25.3M | 2.52% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sunsouth Llc 401(k) Plan Sunsouth Llc | 2024 | |
| S.B.J.S., P.C. Profit Sharing Plan S.B.J.S., P.C. | 2024 | |
| Cnhi, Llc 401(k) Plan Cnhi, Llc | 2024 | |
| Newell Corporate Group 401(k) Profit Sharing Plan W.S. Newell & Sons, Inc. | 2024 | |
| Twitchell Technical Products, Llc Retirement Savings & Investment Plan Twitchell Technical Products, Llc | 2024 | |
| Coleman World Group, Llc Savings & Protection Plan Coleman American Companies, Inc. | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bolden, Donald, Paul | Ceo | Mar 2002 (24y) | 75% or more | |
| Marshall Paul Bolden | President & Cco | Oct 2004 (22y) | 5% – 10% | |
| Anthony Brian Mccallister | 401 K Services Director & Wealth Advisor | Sep 2008 (18y) | 5% – 10% | |
| Armstrong, Kara, S | Coo | Oct 2019 (7y) | Less than 5% | |
| Paul Lewis Robinson | Registered representative | Jul 2012 (14y) | ||
| Scott Fain Mc Dowall | Registered representative | CFP | Jun 2016 (10y) | |
| Jennifer Greer Fensley | Registered representative | CFP | May 2017 (9y) | |
| Allison Suzanne Doty | Registered representative | CFP | Aug 2020 (6y) | |
| Peter Joseph Ramsey | Registered representative | Nov 2021 (5y) | ||
| Emily Louise Dougherty | Registered representative | Sep 2025 (1y) | ||
| Robert Dean Galloway | Registered representative | Oct 2025 (1y) | ||
| Braxton Scot Pettey | Registered representative | Oct 2025 (1y) | ||
| Christopher Kevin Kelly | Registered representative | CFP | Oct 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sunsouth Llc 401(k) Plan | Sunsouth Llc | 416 | $21.6M | 01/01/2024 |
| S.B.J.S., P.C. Profit Sharing Plan | S.B.J.S., P.C. | 119 | $42.0M | 01/01/2024 |
| Cnhi, Llc 401(k) Plan | Cnhi, Llc | 565 | $64.2M | 01/01/2024 |
| Newell Corporate Group 401(k) Profit Sharing Plan | W.S. Newell & Sons, Inc. | 98 | $6.5M | 01/01/2024 |
| Twitchell Technical Products, Llc Retirement Savings & Investment Plan | Twitchell Technical Products, Llc | 269 | $18.2M | 01/01/2024 |
| Coleman World Group, Llc Savings & Protection Plan | Coleman American Companies, Inc. | 2,619 | $36.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PERCENTAGE OF NET WORTH
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $480M (48% of AUM) Mar 2026
- Principal Trust Company $269M (27% of AUM) Mar 2026
- Great West Trust Company, Llc $207M (23% of AUM) Mar 2025
- Empower Trust Co $200M (20% of AUM) Mar 2026
- Wells Fargo $61.1M (9% of AUM) Jun 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗