Donald P. Bolden
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CRD#: 857123
Donald Paul Bolden
Professional summary
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Donald Paul Bolden, CFP®, CLU® was a registered financial professional .
Donald is a previously registered financial professional and started their career in finance in 1994. Donald had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 1, Series 10 and Series 9 exams.
Biography
CapSouth Wealth Management was formed in April 2001 when I left Merrill Lynch, along with my advisory team. My current positions are Senior Wealth Advisor, CEO and Chairman of the Board. With a career spanning over five decades, my dedication to the field of financial services and business management has been unwavering. Throughout my journey, I have aimed to build CapSouth into a leading financial advisory entity, committed to offering human-first financial advice and fostering generational wealth.
The values of hard work, positive attitude and a belief in myself was firmly grounded in me by my father, Paul L. Bolden. He dropped out of school to support his family. With four children, he was working as a farm hand in Duluth, GA when he was offered a job selling life insurance. He accepted that offer and over the next sixteen years, I witnessed what a person could accomplish with a belief in themselves, a firm vision, coupled with hard work and a dedication to serve the client. After a very successful career, he passed away in December 1973 at the age of 46.
My professional journey commenced in Jan. 1974 at the insurance firm founded by my father, where I specialized in estate planning and private client and corporate life insurance programs. This foundational experience imparted a comprehensive understanding of the complex needs of both individuals and businesses. In 1979, I began devoting full time to my positions as founder and president of a manufacturing and distribution business. This position provided me with first hand knowledge of the challenges faced by small business owners, including designing and installing a 401(k) plan. The business was sold to a French company in 1993.
In January 1994, I joined Merrill Lynch as a financial advisor, where I spent over seven years refining my expertise in financial and estate planning, investment management and advising on 401(k) plans. This period served as a catalyst for my vision to create CapSouth Wealth Management—a company designed to not only provide advisory services but also cultivate enduring relationships grounded in trust, empathy, and a shared vision for the future.
The inception of CapSouth was driven by a clear vision: to develop a company that prioritizes clients’ well-being and life goals. Today, CapSouth offers a comprehensive suite of services, including retirement plan consulting, investment management, wealth management for high-net-worth clients, financial and estate planning, and directed trust services. Under the leadership of our executive team, CapSouth has grown to be one of Alabama’s largest registered investment advisory firms, distinguished by a values-driven approach and a steadfast commitment to the principles of human-focused financial advising.
As both a Certified Financial Planner™ (CFP®) and Chartered Life Underwriter (CLU) designee, I am dedicated to maintaining the highest standards of professional and ethical conduct in financial planning. My goal is to ensure that CapSouth remains a trusted advisor and partner for our clients, assisting them in building and preserving their wealth across generations. An important aspect of this work is to more clearly define family wealth to include financial assets, heritage, and family values and legacy.
As we look to the future, I will continue my transition from a Senior Wealth Advisor to my role as CEO and Chairman. It is essential that we continue to develop the next generation of wealth advisors. My commitment to our clients and to the company remains resolute, focusing on shaping our strategic direction and ensuring our long-term growth.
I firmly believe that true wealth extends beyond financial assets to encompass the quality of life we build, the fulfillment we derive from it, and the legacy we leave behind. Our approach to wealth management is holistic, emphasizing personal fulfillment, quality of life, and the creation of opportunities for others.
I look forward to continuing to guide CapSouth with a client-centric, values-driven approach at the core of all our endeavors.
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Past
September 28, 2004 - July 7, 2026
CAPSOUTH WEALTH MANAGEMENT
RIA
CRD#: 132517
DOTHAN, AL
Past
September 20, 2004 - May 2, 2011
NBC SECURITIES, INC.
BD
CRD#: 17870
DOTHAN, AL
Past
June 20, 2002 - October 4, 2004
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
DOTHAN, AL
Past
June 15, 2002 - October 4, 2004
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ST. LOUIS, MO
Past
April 6, 2001 - June 20, 2002
CAPTRUST FINANCIAL ADVISORS, LLC
RIA
CRD#: 41727
DOTHAN, AL
Past
April 6, 2001 - June 15, 2002
CAPTRUST FINANCIAL ADVISORS, LLC
BD
CRD#: 41727
CHARLOTTE, NC
Past
April 14, 1994 - April 17, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
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.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 9/11/1978
Registered Representative ExaminationPrincipal/Supervisory Exam
Principal/Supervisory 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)Loading...
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
SENIOR WEALTH ADVISOR, CEOCRD#: 132517TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
