AM
Anthony B. Mccallister
CAPSOUTH WEALTH MANAGEMENT
Dothan, AL 36301
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CRD#: 5258367
AM
Professional summary
Anthony Brian Mccallister, AIF®, who also goes by Anthony Brian Mccallister Mr., is a registered financial advisor currently at CAPSOUTH WEALTH MANAGEMENT located in Dothan, Alabama.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Anthony has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anthony Brian Mccallister Mr.
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CapSouth Asset Management LLC ("CAM"). CAM is a new company that is currently not investment related. CAM holds an ownership interest in another LLC that is also not investment related; CAM has no other business activity. The address for CAM is 2216 W Main Str, Dothan, AL 36301. Anthony is a member of CAM. CAM is owned by CapSouth Partners Inc and several of the owners of CapSouth Partners Inc. CAM was incorporated in December 2020; Anthony has been a member and has had an ownership interest in CAM since its incorporation. Anthony devotes approximately 1 hour a month to CAM; this time is normally outside securities trading hours. Anthony has no day to day duties related to CAM but does participate in any member meetings.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Brian Mccallister's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 17, 2008 - Present
CAPSOUTH WEALTH MANAGEMENT
Office #1: 1750 W Main Street, Dothan, AL 36301RIA
CRD#: 132517
Dothan, AL
Past
May 13, 2008 - May 2, 2011
NBC SECURITIES, INC.
BD
CRD#: 17870
DOTHAN, AL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CAPSOUTH WEALTH MANAGEMENT
CAPSOUTH PARTNERS, INC. | CAPTRUST PARTNERS | CAPTRUST FINANCIAL ADVISORS, INC. | CAPSOUTH WEALTH MANAGEMENT
CRD#: 132517 / SEC#: 801-63509
RIA
Registered Investment Advisory firm - (9/10/2004 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(9/17/2008)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CW
CAPSOUTH WEALTH MANAGEMENT
CAPSOUTH PARTNERS, INC. | CAPTRUST PARTNERS | CAPTRUST FINANCIAL ADVISORS, INC. | CAPSOUTH WEALTH MANAGEMENT
CRD#: 132517 / SEC#: 801-63509
RIA
Registered Investment Advisory firm - (9/10/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2216 W. Main Street, Dothan, AL 36301
Mailing Address
Phone number
(334) 673-8600
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,509 |
| AUM (Assets Under Management) | $ 884,373,284 |
Red Flags
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Company Information
CAPSOUTH WEALTH MANAGEMENT
CRD#: 132517Dothan, AL 36301TRUST BUT VERIFY
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