Thomas Cade Taylor

Employer firm

Capital South Wealth Management, LLC CRD 304838

$113M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 08/2024 → Present
  Capital South Wealth Management, Llc
  Baton Rouge, LA
• 08/2013 → 05/2024
  Full Time Student
  Baton Rouge, LA
• 08/2017 → 08/2019
  Ouachita Parish Clerk Of Court
  Monroe, LA
• 04/2020 → 01/2021
  Moebiz
  Monroe, LA
• 01/2021 → 08/2023
  P&S Surgical Hospital
  Monroe, LA
• 08/2023 → 04/2024
  Drax Biomass
  Monroe, LA
• 05/2024 → 08/2024
  Capital South Wealth Management, Llc
  Baton Rouge, LA

Other Businesses

JONES CREEK AREA BUSINESS ASSOCIATION; NOT INV REL; BATON ROUGE, LA; NON-PROFIT BUSINESS ASSOC; CO-CHAIR MEMBERSHIP COMMITTEE; START 09/2024; WELCOME NEW MEMBERS AND FACILITATE MEMBER COMMUNICATION; 1% OF TIME.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-15

Other Names

• Cade Taylor