Green Square Capital Advisors, LLC

Green Square Capital Advisors, LLC (CRD# 115231) is a financial advisory firm headquartered in Memphis, TN. They manage $701,147,338 in 835 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    701
    MILLION
  • Total Number of Accounts
    835
    ACCOUNTS
  • Average Account Value
    $839,697
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, CO, CT, FL, GA, LA, MA, MD, MS, NC, NY, OH, OK, PA, SC, TN, TX, VA

Financial Advisors at Green Square Capital Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Timothy C. Ballard
CRD#: 2648845
6075 Poplar Avenue, Suite 221, Memphis, TN 38119

Timothy Ballard (CRD# 2648845) is an Investment Advisor Representative working at Green Square Capital Advisors, LLC in Memphis, TN and has over 24 years of experience in the finance industry.

2
Alison G. Henneberger
CRD#: 6468716
6075 Poplar Avenue, Suite 221, Memphis, TN 38119

Alison Henneberger (CRD# 6468716) is an Investment Advisor Representative working at Green Square Capital Advisors, LLC in Memphis, TN and has over 5 years of experience in the finance industry.

3
Jonathan T. Martin
CRD#: 6819603
6075 Poplar Avenue, Suite 221, Memphis, TN 38119

Jonathan Martin (CRD# 6819603) is an Investment Advisor Representative working at Green Square Capital Advisors, LLC in Memphis, TN and has over 3 years of experience in the finance industry.

4
Matthew J. Saenger
CRD#: 4681363
6075 Poplar Avenue, Suite 221, Memphis, TN 38119

Matthew Saenger (CRD# 4681363) is an Investment Advisor Representative working at Green Square Capital Advisors, LLC in Memphis, TN and has over 17 years of experience in the finance industry.

5
Steven W. Sansom
CRD#: 2164085
6075 Poplar Avenue, Suite 221, Memphis, TN 38119

Steven Sansom (CRD# 2164085) is an Investment Advisor Representative working at Green Square Capital Advisors, LLC in Memphis, TN and has over 29 years of experience in the finance industry.

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