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).

Current Firm Details
1 West College St, Suite 4, Athens, TN 37303
https://www.capitalsquare.biz
By the Numbers
  • Total Assets Under Management
    302
    MILLION
  • Total Number of Accounts
    597
    ACCOUNTS
  • Average Account Value
    $505,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, FL, GA, LA, MS, TN, TX

Financial Advisors at Capital Square, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Kendell Adler, financial advisor Waco TX
Kendell B. Adler
CRD#: 4592220
5006 Lakeland Circle, Waco, TX 76701

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.

2
Suzanne Burrell, financial advisor Chattanooga TN
Suzanne J. Burrell
CRD#: 5390879
633 Chestnut St, Suite 1550, Chattanooga, TN 37450

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.

3
Stacy Eaton, financial advisor Gainesville GA
Stacy W. Eaton
CRD#: 2368176
631 Spring St, Gainesville, GA 30501

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.

4
Notley Maddox, financial advisor Athens TN
Notley S. Maddox
CRD#: 2202879
1 West College St, Suite 4, Athens, TN 37303

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.

5
Clinton Martin, financial advisor Fairhope AL
Clinton D. Martin
CRD#: 5287895
7 S. Bayview St, Suite C, Fairhope, AL 36532

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.

6
Mark Massey, financial advisor Little Rock AR
Mark P. Massey
CRD#: 5862535
415 N. Mckinley Ste 280r, Plaza West Bldg, Little Rock, AR 72205

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.

7
Jeffrey Shelton, financial advisor Athens TN
Jeffrey G. Shelton
CRD#: 4061743
1 West College St, Suite 4, Athens, TN 37303

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.

8
Samuel Simpson, financial advisor Waco TX
Samuel D. Simpson
CRD#: 835124
5006 Lakeland Circle, Suite 101, Waco, TX 76710

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.

9
Lincoln Bowman, financial advisor Athens TN
Lincoln R. Bowman
CRD#: 7640269
1 West College St, Suite 4, Athens, TN 37303

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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