Brack
Register

Capsouth Wealth Management

CRD#6772644
Investment Advisor
in Dothan, AL

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About this Advisor

Brack Register is a financial advisor based in Dothan, Alabama, working with Capsouth Wealth Management. Brack has previously held positions at Capsouth Partners Inc, Register Holdings Inc, Berkshire Hathaway Showcase Properties, Berkshire Hathaway Penfed Realty, University Of Alabama, and Houston Academy. Brack has passed the Series 65 regulatory exam and is registered to provide services in Alabama. Currently, Brack is part of Capsouth Wealth Management, which operates out of Dothan, Alabama. The firm has 5 offices and 21 employees. The firm manages assets totaling $762.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Capsouth Wealth Management includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2216 W. Main Street
Dothan, AL 36301

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Capsouth Wealth Management Brokerage Details

Total Assets Under Management

$762,931,550

AL Average: $1,620,585,161
Total Number of Employees

21

AL Average: 52
Total Number of Accounts

1,610

AL Average: 1,560
Average Account Size

$473,871

AL Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Brack Register Work History

2022 - Present (2 years)

Capsouth Partners Inc

2021 - 2022 (1 year)

Register Holdings Inc

2019 - 2021 (2 years)

Berkshire Hathaway Penfed Realty

2018 - 2021 (3 years)

Bershire Hathaway Showcase Properties

2018 - 2018 (< 1 year)

Register Holdings Inc

2017 - 2018 (1 year)

University Of Alabama

2012 - 2017 (5 years)

Houston Academy

Disclosures

Please visit the SEC profile of Brack Register to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capsouth Wealth Management

Peter Ramsey
Dothan, AL
Allison Doty
Atlanta, GA
Jennifer Fensley
Huntersville, NC
Paul Robinson
Dothan, AL
Scott Mcdowall
Dothan, AL
Brack Register
Dothan, AL
George Mccarthy Iv
Dothan, AL
Clayton Cook
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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