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Capital South Wealth Management, LLC.
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Developing Your Plan by

Working Together

We collaborate with you through the financial planning process.

 

Managing Wealth to pursue

Financial Independence

We manage your wealth in line with your goals and values.

 

Learn More Today About

How We Help

Contact us today to find out how we can address your financial needs.

How We Help

Our team of CFP® Professionals provide several services to address your financial goals and needs.

 

Portfolio Management

Investments play a key role in your future. A professionally managed portfolio may help you work toward your goals.

 

Insurance

Managing insurable risks can help protect you and your family from unnecessary financial hardship.

 

Financial Planning

Our advisors design comprehensive financial plans as a living document that can be adjusted as your goals and needs change.

 

Consulting

Whether you need a portfolio check-up, social security claiming strategy or need a second opinion on another financial issue, we can help.

 

Trust Services

The Private Trust Company can administer and manage trust assets for you and your loved ones. 

 LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Wealth Management

Comprehensive wealth management combines all of our services in order to help provide you and your family with financial confidence.

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Our Team

"We are in the financial services profession to provide comprehensive, unbiased advice to the families we serve. We work to uphold the fiduciary standard and treat clients with respect, integrity, and transparency. We strive to make our clients' financial lives as comfortable as possible in a world where there are no guarantees."

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James Bayard

Financial Planner

CFP®, ChFC®, RICP®, AIF®
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James Bayard

Phone: 225-709-0703

Fax: 225-709-0792

Email: james@capitalsouthwm.com

James co-founded Capital South Wealth Management LLC to address the needs of individuals whose financial situations have been drastically altered whether through death, divorce or windfall.  James and the Capital South team work to clarify and address issues regarding financial matters. This process requires diligence and care to examine every aspect from asset preservation, behavioral counseling, income planning, insurance, budgeting, estate planning, and investment management. 

James's professional insights have been featured in several national publications, including Kiplinger's Personal Finance magazine, TheStreet.com, CNBC, ThinkAdvisor, Money, Yahoo Finance, and U.S. News & World Report.

He is an alumnus of the E.J. Ourso College of Business at Louisiana State University, where he graduated with both a Bachelor of Science in Finance and a Master of Science in Finance. He is a CERTIFIED FINANCIAL PLANNER™ Professional, a Chartered Financial Consultant®, a Retirement Income Certified Professional®, and an Accredited Investment Fiduciary®. The ChFC® and RICP® designations are awarded by the American College, a non-profit educational institution with academic accreditation, dedicated to the development of financial professionals. 

James's professional securities registration includes Series 66-Investment Adviser Representative registration and Life, Health, and Disability Insurance license. James is a member of several professional and community organizations, including the Financial Planning Association (FPA), the Baton Rouge Estate & Business Planning Council, the Baton Rouge Area Chamber, and Club Blue.

When he is away from the office, James enjoys spending time with his three children.

Bio
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Ryan Gisclair

Financial Planner

CFP®, ChSNC®
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Ryan Gisclair

Phone: 225-709-0703

Mobile: 225-931-8102

Fax: 225-709-0792

Email: ryan@capitalsouthwm.com

Before co-founding Capital South Wealth Management, LLC, Ryan was employed in the Life Care Planning industry and worked with individuals who have special needs for 10 years. His passion for helping people led him to his vocation as a Financial Planner in 2012. Drawing on his background, Ryan uses his specialized knowledge to work with families and individuals who have special needs. Ryan and the Capital South Wealth Management, LLC. team, work with the family, life care planners, attorneys, and trustees to coordinate the establishment and management of a comprehensive Special Needs plan. Ryan's goal is to work with professionals to protect individuals with disabilities due to accident or injury, protect their government benefits when receiving a court award or settlement through the use of Special Needs Trust.

Additionally, Ryan has extensive experience working in the retirement plan space. He works directly with entrepreneurs to find the appropriate retirement plan for their business and educates employees on the importance of saving for retirement.

Ryan is an alumnus of Louisiana Tech University and his professional securities registrations include Series 66 Investment Adviser Representative, and Life, Health and Disability Insurance license. Ryan is a CERTIFIED FINANCIAL PLANNER™ Professional, and he is a Chartered Special Needs Consultant®. Additionally, he is a member of the Financial Planning Association. His focus on helping others also plays a role in his community involvement throughout the Baton Rouge area. Ryan is currently on the Board of Directors for Junior Achievement of Greater Baton Rouge and the Board of Governors of the Louisiana Legacy Golf Tournament. When he is not spending time with his wife and four kids, he enjoys serving others by volunteering.

Bio
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Lindsay Gisclair

Administrative Assistant

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Lindsay Gisclair

Bio

Valerie Gibson

Office Manager

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Valerie Gibson

Email: valerie@capitalsouthwm.com

Valerie joined our team as Office Manager in 2023. Prior to coming to Capital South, Valerie worked for 10 years in various capacities including payroll and HR within the barge transportation industry.  Valerie is an LSU alumna with a bachelor’s degree in Business Administration and considers herself a hybrid, having roots in both Michigan and Louisiana. In previous roles, she has served in management positions within the long-term care industry and property management. But her most challenging and rewarding role has been that of mother of 5. When away from the office, Valerie home schools her youngest two and enjoys tending to their backyard chickens, gardening, and discovering 1930s and 40s films with her children.  

Bio
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Matthew Johnson

Intern

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Matthew Johnson

Matthew is a rising senior at Louisiana State University studying Industrial Psychology and Business Administration. He has been honored with numerous awards, including the Outstanding Student of the Roger Hadfield Ogden Honors College, Star, and Crescent Foundation Scholarship recipient, President Future Leader in Research, National Merit Scholar, and Louisiana Boys State SAMSUNG Scholar. He is also a member of Alpha Lambda Delta honor society, Phi Kappa Phi honor society, and the Order of Omega Greek honor society. A five-time member of the President’s Honor Roll, Matthew is a dedicated scholar and hopes to pursue his Master of Science degree in Industrial Psychology upon graduation from Louisiana State University.

Outside of the classroom, Matthew is an involved member of the LSU community. He currently serves as the President of Sigma Phi Epsilon fraternity, the Director of Greek Week for the Greek Board of Directors, and a member of the Greek Leadership Institute. In the past, he has served as Sigma Phi Epsilon’s Vice President of Communications, Empower Leadership Retreat facilitator, a member of the Interfraternity Council’s Recruitment Standards Board, and other roles at LSU. Matthew actively volunteers with both Habitat for Humanity of Greater Baton Rouge and Volunteer LSU and has done so since his freshman year.

Matthew is excited to join the team at Capital South Wealth Management and looks forward to assisting our advisors and clients.

Bio

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Contact

Contact Us

Don't hesitate to get in touch with us.
We appreciate the opportunity to become your trusted advisor.

Get to know us

Phone: 225-709-0703
Fax: 225-709-0792

 

6513 Perkins Road Suite 106, Baton Rouge, Louisiana 70808

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Capital South Wealth Management LLC is a Registered Investment Adviser in Louisiana and may transact business in those states in which it is registered, or qualifies for an exemption from registration requirements due to the de minis rule. Any subsequent, direct communication by Capital South Wealth Management LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. The representatives with whom the prospective client is communicating with works for Capital South Wealth Management LLC, and the firm is aware of the communications.

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