Clayton
Cook
Capsouth Wealth Management
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About this Advisor
Clayton Cook is a financial advisor based in Atlanta, Georgia, working with Capsouth Wealth Management. Clayton has previously held positions at Capsouth Partners Inc, Redeemer City To City, and Cru. Clayton has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Clayton is part of Capsouth Wealth Management, which operates out of Atlanta, Georgia. 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
Services Offered
Fee Structure
Office Location
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Capsouth Wealth Management Brokerage Details
$762,931,550
21
1,610
$473,871
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
Clayton Cook Work History
Capsouth Partners Inc
Redeemer City To City
Cru
Disclosures
Please visit the SEC profile of Clayton Cook 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
Atlanta, GA
Huntersville, NC
Dothan, AL
Dothan, AL
Dothan, AL
Dothan, AL
Atlanta, GA
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