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Capital South Wealth Management, LLC Employee Directory

Financial ServicesLouisiana, United States2-10 Employees

Capital South Wealth Management, LLC operates in the financial services sector as a registered investment adviser based in Baton Rouge, Louisiana. Its CFP® professionals adhere to a client-first philosophy, guided by the Platinum Rule in every client engagement. 

Its guiding principles include loyalty to clients, transparency, ongoing knowledge, service, alignment of interests, and a partnership approach that shapes how it serves clients. The firm describes itself as a small, dedicated team and notes it may transact in other states where it is registered or qualifies for exemptions under the de minis rule.

Find Capital South Wealth Management, LLC employees' phone numbers or email addresses

Capital South Wealth Management, LLC Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Capital South Wealth Management, LLC's Leadership

  • Stylized image of a person
    J. B.
    Financial Planner & Owner
    Mobile Phone
  • Stylized image of a person
    D. G.
    Owner
    Mobile Phone
  • Stylized image of a person
    A. B.
    Operations Manager
    Mobile Phone
  • Stylized image of a person
    V. G.
    Office Manager
    Mobile Phone

Capital South Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Capital South Wealth Management, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. B.
    Financial Planner & Owner
    Mobile Phone
    Jun 25, 2026
  • Stylized image of a person
    D. G.
    Owner
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    A. B.
    Operations Manager
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    V. G.
    Office Manager
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Capital South Wealth Management, LLC known for?

Minus sign iconPlus sign iconCapital South Wealth Management, LLC was founded in 2016 operates in the Financial Services industry. Explore Capital South Wealth Management, LLC's company overview page for more information.

What is Capital South Wealth Management, LLC's most common email format?

Minus sign iconPlus sign iconCapital South Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital South Wealth Management, LLC email formats with LeadIQ.

How many employees does Capital South Wealth Management, LLC have currently?

Minus sign iconPlus sign iconCapital South Wealth Management, LLC has approximately 7 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Capital South Wealth Management, LLC's key employees and leadership?

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As of August 2026, Capital South Wealth Management, LLC's key employees include:

  • Financial Planner & Owner: J. B.
  • Owner: D. G.
  • Operations Manager: A. B.
  • Office Manager: V. G.

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