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Our Story

Our Story

Ryan Gisclair and James Bayard co-founded Capital South Wealth Management, LLC in Baton Rouge, LA. While working in the life care planning industry, Ryan suffered a life changing financial setback at the hands of a negligent advisor. Similarly, a member of James’s family suffered from poor advice. These experiences played a significant role in leading the founders to choose financial planning as their vocation. The founders met in 2012 as they were entering the industry. While working together, it became apparent that comprehensive advice and transparency were missing from the profession. Vowing to be different, the founders started planning their own firm. Their vision was a client-first firm, built on guiding principles. After much planning, the founders launched Capital South Wealth Management, LLC. The financial professionals of Capital South Wealth Management, LLC. work to uphold the fiduciary standard and engage clients with respect, integrity, and transparency. 

 

Who We Are

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

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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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