Capital Square, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$393,648,522
Total clients
657
14% high-net worth
Total advisors
10
of 10 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
66
Average account size
$599,161
Client services
Fee options
Fixed fees for financial planning, negotiated based on scope and complexity
up to 2% annually, negotiable
Firm's hourly rate for financial planning or consulting, negotiated case-by-case
Fee-only: Hourly fees or fixed fees for financial planning, negotiated based on scope and complexity
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Capital Square, LLC
1 West College St, Suite 4
Athens TN 37303, United States
Number of offices
6
Quick links
Advisors at this firm
Jeffrey S
Series 63, Series 65
Athens, TN
Capital Square, LLC
Clinton M
CFP®, Series 66
Fairhope, AL
Capital Square, LLC
John W
CFP®, Series 63, Series 66
Fairhope, AL
Capital Square, LLC
Kendell A
CFP®, Series 63, Series 65
Waco, TX
Capital Square, LLC
Notley M
Series 63, Series 65
Athens, TN
Capital Square, LLC
Richard S
Series 65
Athens, TN
Capital Square, LLC
Suzanne B
CFP®, Series 66
Chattanooga, TN
Capital Square, LLC
Stacy E
CFP®, Series 63
Athens, TN
Capital Square, LLC
Cody B
Series 65
Chattanooga, TN
Capital Square, LLC
Mark M
Series 66
Little Rock, AR
Capital Square, LLC
Samuel S
CFP®, Series 63, Series 65
Waco, TX
Capital Square, LLC
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