Marshall
Bolden
Capsouth Wealth Management
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About this Advisor
Marshall Bolden is a financial advisor based in Dothan, Alabama with 19 years of industry experience. Bolden is an advisor for Capsouth Wealth Management. They have been with Capsouth Wealth Management for all of their career. Bolden has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Alabama. Capsouth Wealth Management is a registered investment company headquartered in Dothan, AL. It has offices in six locations and a total of 22 advisors. It has $661 million in assets across its 1,679 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 1,679 accounts, 20% belong to high-net-worth individuals who have at least $1 million in investable assets. Capsouth Wealth Management offers 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. Financial advisory fees are based on the financial services provided. Fees billed by Capsouth Wealth Management most likely are comprised of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capsouth Wealth Management Brokerage Details
$661,007,213
22
1,679
$393,691
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
Marshall Bolden Work History
Marshall has been registered as a financial advisor for 19 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 Marshall Bolden 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
Dothan, AL
Dothan, AL
Huntersville, NC
Dothan, AL
Dothan, AL
Atlanta, GA
New York, NY
Dothan, AL
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