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Robert Dean Galloway

Investment adviser representative at Capsouth Wealth Management
11 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

11 years in the industry.

  1. Capsouth Wealth ManagementOct 2025 to now
  2. Capsouth Partners, Inc.Jun 2025 to now
  3. Claris Financial AdvisorsJun 2024 to May 2025
  4. Texas RoadhouseAug 2022 to Jan 2024
  5. University of Georgia - Golf CourseMay 2022 to Jul 2022
  6. University of Georgia - Dining CommonsFeb 2022 to May 2022
  7. University of GeorgiaAug 2021 to May 2025
  8. Friendswood High SchoolAug 2017 to Aug 2021
  9. UnemployedAug 2015 to Aug 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

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
8143813
Firm CRD
132517
Advisor's SEC record (opens in a new tab)
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