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Allison Suzanne Doty

Capsouth Wealth Management

Dunedin, FL

Dothan, AL

CRD 6977310

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Employer firm

Capsouth Wealth Management CRD 132517

$1.00B regulatory AUM 11 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Capsouth Wealth Management

2216 W. Main Street, Dothan, AL 36301 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-08-11
  • GA RA
    APPROVED
    Since 2020-08-11

Branch Locations

Dunedin, FL • United States

2216 W. Main Street, Dothan, AL 36301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capsouth Partners Inc Dothan AL 03/2020 Present
Ashford Advisors Atlanta GA 06/2018 09/2019
University Of Mississippi Oxford MS 08/2014 05/2018
Gypsy Threads Gainsville GA 10/2019 02/2020
  • 03/2020 → Present
    Capsouth Partners Inc
    Dothan, AL
  • 06/2018 → 09/2019
    Ashford Advisors
    Atlanta, GA
  • 08/2014 → 05/2018
    University Of Mississippi
    Oxford, MS
  • 10/2019 → 02/2020
    Gypsy Threads
    Gainsville, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-10
  • S65 Uniform Investment Adviser Law Examination
    2020-08-10
Designations
  • Certified Financial Planner

View on SEC IAPD

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