Capital Square, LLC
Capital Square, LLC (CRD# 286098) is a financial advisory firm headquartered in Athens, TN. They manage $301,855,262 in 597 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management302MILLION
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Total Number of Accounts597ACCOUNTS
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Average Account Value$505,620
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, AR, AZ, FL, GA, LA, MS, TN, TX
Kendell Adler (CRD# 4592220) is an Investment Advisor Representative working at Capital Square, LLC in Waco, TX and has over 21 years of experience in the finance industry.
Suzanne Burrell (CRD# 5390879) is an Investment Advisor Representative working at Capital Square, LLC in Chattanooga, TN and has over 16 years of experience in the finance industry.
Stacy Eaton (CRD# 2368176) is an Investment Advisor Representative working at Capital Square, LLC in Gainesville, GA and has over 30 years of experience in the finance industry.
Notley Maddox (CRD# 2202879) is an Investment Advisor Representative working at Capital Square, LLC in Athens, TN and has over 32 years of experience in the finance industry.
Clinton Martin (CRD# 5287895) is an Investment Advisor Representative working at Capital Square, LLC in Fairhope, AL and has over 16 years of experience in the finance industry.
Mark Massey (CRD# 5862535) is an Investment Advisor Representative working at Capital Square, LLC in Little Rock, AR and has over 13 years of experience in the finance industry.
Jeffrey Shelton (CRD# 4061743) is an Investment Advisor Representative working at Capital Square, LLC in Athens, TN and has over 16 years of experience in the finance industry.
Samuel Simpson (CRD# 835124) is an Investment Advisor Representative working at Capital Square, LLC in Waco, TX and has over 42 years of experience in the finance industry.
Lincoln Bowman (CRD# 7640269) is an Investment Advisor Representative working at Capital Square, LLC in Athens, TN and has 1 year of experience in the finance industry.