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Capital Square, LLC

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Total assets under management

$449,867,352

Total clients

704

17% high-net worth

Total advisors

11

of 11 employees

Firm size

Multi Team

Average clients per advisor

64

Average account size

$639,016

About

Capital Square, LLC advises individuals, trusts, businesses, non-profits, foundations, and endowments, providing financial planning, retirement planning, and both discretionary and non‑discretionary portfolio management. The firm manages approximately $449 million in client assets and typically bills clients on an assets‑under‑management basis.

The firm tailors relationships through in‑depth client interviews to establish goals and risk tolerances, then constructs core asset allocations across mutual funds, exchange‑traded funds, individual equities and fixed income; margin and options strategies may be used when consistent with client objectives. Capital Square conducts ongoing oversight with formal reviews generally performed quarterly and may select third‑party managers for larger or more specialized equity and fixed‑income mandates.

Distinctive features include that some investment adviser representatives are appointed with multiple insurance carriers and may implement insurance solutions for clients, receiving separate compensation for those transactions while generally spending less than ten percent of their time on insurance sales. The firm also states it has no required minimum account value to open or maintain an advisory agreement, a practice that differs from many multi‑team peers.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

College savings (529s, UTMA, etc.)

Fee options

Fixed

Flat fees for financial planning services, negotiated per client agreement

Project-based

Hourly rate for financial planning services, negotiated per client agreement

Other

Fee-only: Hourly rate and/or fixed fees for financial planning, negotiable and based on scope and complexity

Main office location

Capital Square, LLC

1 West College St, Suite 4

Athens TN 37303, United States

Number of offices

6

Most active in

Alabama · Arizona · Arkansas · Colorado · Florida · Georgia · Louisiana · Mississippi · South Carolina · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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