Allison Suzanne Doty
Investment adviser representative at Capsouth Wealth Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets
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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 ManagementAug 2020 to now
- Capsouth Partners IncMar 2020 to now
- Gypsy ThreadsOct 2019 to Feb 2020
- Ashford AdvisorsJun 2018 to Sep 2019
- University of MississippiAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 6977310
- Firm CRD
- 132517