Benjamin F. Edwards & Company
45yrs
Top advisor by experience in Dothan
6yrs
Allison Doty
Full name on record: Allison Suzanne Doty
Financial advisor at Capsouth Wealth Management
Allison Doty has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Dothan, Alabama. Allison has been with Capsouth Wealth Management since 2020. Allison holds the CFP® designation.
One of 92 advisors with offices in Dothan, and one of 80 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office2216 W. Main Street, Dothan, AL 36301
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.32 million
Advisors at the firm11
States licensed ?1 state
Services through Capsouth Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2020 – nowCapsouth Wealth ManagementCurrent firm
Contact Allison
(334) 673-8600Capsouth Wealth Management main office 2216 W. Main StreetDothan, AL 36301Office · Get directions Facebook pageCapsouth Wealth Management
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Questions to ask Allison
Tailored to Allison’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Allison
How do I contact Allison?
Call Capsouth Wealth Management at (334) 673-8600 and ask for Allison Doty. Allison works from the Dothan, AL office.
How long has Allison been a financial advisor?
Allison has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Allison hold?
Series 65. Tap any license on this page to see what it allows.
Is Allison a fiduciary?
Allison is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Allison paid?
Capsouth Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Allison for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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