Jennifer
Fensley

Capsouth Wealth Management

CRD#6778292
Investment Advisor
in Huntersville, NC

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About this Advisor

Jennifer Fensley is a financial advisor operating in Huntersville, North Carolina who has 6 years of relevant experience. Fensley works at Capsouth Wealth Management. Their career trajectory has included roles at Spectrum Brands Global Batteries & Appliances and Suncast. Fensley has a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Georgia and North Carolina. Capsouth Wealth Management is a registered investment company operating out of Dothan, AL. The firm has offices in six locations and a total of 22 employees. It manages $661 million in assets across its 1,679 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm advises four charitable organizations. Of its 1,679 customer accounts, 20% belong to high-net-worth clients who have more than $1 million in investable assets. The company 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 management fee schedules typically depend on the type of financial services offered. However, fee types billed by Capsouth Wealth Management may include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

6 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

Huntersville, NC

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Capsouth Wealth Management Brokerage Details

Total Assets Under Management

$661,007,213

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

22

NC Average: 52
Total Number of Accounts

1,679

NC Average: 1,560
Average Account Size

$393,691

NC 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

Jennifer Fensley Work History

Jennifer has been registered as a financial advisor for 6 years.*

2013 - 2017 (4 years)

Spectrum Brands Global Batteries & Appliances

2012 - 2013 (1 year)

Suncast

*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 Jennifer Fensley 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
Scott Mcdowall
Dothan, AL
Jennifer Fensley
Huntersville, NC
Paul Robinson
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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