Advisor at Capital Square, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Square, LLC
Location
Athens, TN 37303
Credentials
Series 65
Industry experience
< 1 year
Richard Shelton is a financial advisor at Capital Square, LLC, holding a Series 65 designation. He has been with Capital Square since 2023 and has prior experience working in education and as a self-employed professional. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments, managing approximately $393 million in client assets as of December 2024. The firm offers tailored portfolios through asset allocation across various investment vehicles and emphasizes client education and ongoing disclosure.
Based on Capital Square, LLC
Flat fees for financial planning services, negotiated per client agreement
Hourly rate for financial planning services, negotiated per client agreement
Fee-only: Hourly rate and/or fixed fees for financial planning, negotiable and based on scope and complexity
1 West College St, Suite 4
Athens, TN 37303
Tennessee
Capital Square, LLC
2023 - Present (3 years)
Knoxville Catholic High School
2018 - 2024 (6 years)
Cleveland High School
2018 - 2018 (1 year)
Self employed
2015 - 2018 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Decatur, TN
Antolino Wealth Advisors
Series 63, Series 65
Athens, TN
Capital Square, LLC
Series 63, Series 65
Athens, TN
Capital Square, LLC
Series 65
Athens, TN
United Advisors America
CFP®, Series 66
Athens, TN
Capital Square, LLC
Series 65
Athens, TN
Capital Square, LLC
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