Braxton Scot Pettey

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → Present
  Capsouth Partners Inc
  Dothan, AL
• 08/2022 → 05/2025
  University Of Arizona
  Tucson, AZ
• 09/2024 → 11/2024
  Tci Wealth Advisors
  Tucson, AZ
• 10/2022 → 09/2024
  University Of Arizona Student Union
  Tucson, AZ
• 11/2020 → 09/2022
  Chick-Fil-A
  Spokane, WA
• 09/2020 → 11/2020
  Mcdonalds
  Spokane, WA
• 06/2020 → 08/2020
  Master Autotech
  Salt Lake City, UT
• 09/2018 → 06/2022
  Mead Senior High School
  Spokane, WA
• 06/2015 → 09/2018
  Na - Unemployed
  Spokane, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-02