Peter Joseph Ramsey
Investment adviser representative at Capsouth Wealth Management
12 yearsExperience
1 stateRegistered in
$1BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Capsouth Wealth ManagementNov 2021 to now
- Capsouth Partners IncNov 2021 to now
- Bank of America, N.A.Mar 2020 to Oct 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Oct 2021
- Home Oil CompanyJun 2014 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (AL).
Capsouth Wealth Management
Legal name: Capsouth Partners, Inc.
$1BAssets managed
373Clients
11Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4829977
- Firm CRD
- 132517