Braxton Scot Pettey
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.
- Capsouth Wealth ManagementOct 2025 to now
- Capsouth Partners IncJun 2025 to now
- Tci Wealth AdvisorsSep 2024 to Nov 2024
- University of Arizona Student UnionOct 2022 to Sep 2024
- University of ArizonaAug 2022 to May 2025
- Chick-fil-aNov 2020 to Sep 2022
- McdonaldsSep 2020 to Nov 2020
- Master AutotechJun 2020 to Aug 2020
- Mead Senior High SchoolSep 2018 to Jun 2022
- Na - UnemployedJun 2015 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8148272
- Firm CRD
- 132517