Jennifer Greer Fensley
Investment Adviser Representative at Capsouth Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jennifer Greer Fensley is an investment adviser representative with Capsouth Wealth Management in Huntersville, NC, where they have been registered since 2017, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Alabama, Georgia, and North Carolina.
Registrations & licenses
- Investment adviser:
- Alabama, Georgia, North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Spectrum Brands Global Batteries & AppliancesOct 2013 – Jan 2017Middleton, WI
- CapSouth Partners IncMar 2017 – no end date reportedDothan, AL
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Capsouth Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $250,000 (waivable)
- Investment Management: $0 to $250,0001.15%
- Investment Management: $250,000 to $1,000,0000.85%
- Investment Management: $1,000,000 to $2,500,0000.65%
- Investment Management: Over $2,500,0000.50%
+10 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Dothan, AL
- SEC file number:
- 801-63509
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 25, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jennifer Greer Fensley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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