Scott
Mcdowall

Capsouth Wealth Management

CRD#6620095
Investment Advisor
in Dothan, AL

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About this Advisor

Scott Mcdowall is a certified financial planner working out of Dothan, Alabama with 7 years of industry experience. Mcdowall is an employee of Capsouth Wealth Management. The advisor has gained experience at Capsouth Partners, Inc. Mcdowall holds a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Alabama, Georgia and Texas. Capsouth Wealth Management is a financial advisory firm operating out of Dothan, AL. The company has offices in six locations and a total of 22 people on staff. It has $661 million in assets among its 1,679 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm serves four charities and foundations. Of its 1,679 client accounts, 20% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, educational seminars and other services. Fees for financial management largely are based on which services the firm provides the client. Fee types charged by Capsouth Wealth Management most likely are comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, 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

$661,007,213

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

22

AL Average: 52
Total Number of Accounts

1,679

AL Average: 1,560
Average Account Size

$393,691

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
  • Educational seminars/workshops
  • Other

Scott Mcdowall Work History

Scott has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Capsouth Partners, Inc

2015 - 2016 (1 year)

Capsouth Partners, Inc

2012 - 2015 (3 years)

Capsouth Partners, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scott Mcdowall 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
Jennifer Fensley
Huntersville, NC
Paul Robinson
Dothan, AL
Scott Mcdowall
Dothan, AL
George Mccarthy Iv
Dothan, AL
Allison Doty
Atlanta, GA
Clayton Cook
New York, NY
Anthony Mccallister
Dothan, AL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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