Green Square Capital, LLC

Green Square Capital, LLC (CRD# 115231) is a financial advisory firm headquartered in Memphis, TN. They manage $1,841,713,873 in 1,855 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,842
    MILLION
  • Total Number of Accounts
    1,855
    ACCOUNTS
  • Average Account Value
    $992,838
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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.

FL, KY, LA, MA, MS, NC, TN, TX

Financial Advisors at Green Square Capital, LLC
Showing 1 - 10 of 16 top financial advisors.
1
James A. West
CRD#: 2770981
6075 Poplar Avenue, Suite 221, Memphis, TN 38119
96
Wealthminder
score

James West (CRD# 2770981) is an Investment Advisor Representative working at Green Square Capital, LLC in Memphis, TN and has over 21 years of experience in the finance industry. James West has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Udolphus C. Ellis
CRD#: 5550111
6075 Poplar Avenue, Suite 221, Memphis, TN 38119
93
Wealthminder
score

Udolphus Ellis (CRD# 5550111) is an Investment Advisor Representative working at Green Square Capital, LLC in Memphis, TN and has over 9 years of experience in the finance industry.

3
Darrell L. Horn
CRD#: 1654100
6075 Poplar Avenue, Suite 322, Memphis, TN 38119
93
Wealthminder
score

Darrell Horn (CRD# 1654100) is an Investment Advisor Representative working at Green Square Capital, LLC in Memphis, TN and has over 30 years of experience in the finance industry.

4
Elizabeth N. Humphreys
CRD#: 4762730
6075 Poplar Avenue, Suite 221, Memphis, TN 38119
93
Wealthminder
score

Elizabeth Humphreys (CRD# 4762730) is an Investment Advisor Representative working at Green Square Capital, LLC in Memphis, TN and has over 13 years of experience in the finance industry.

5
Danny B. Martin
CRD#: 321103
6075 Poplar Avenue, Suite 322, Memphis, TN 38119
93
Wealthminder
score

Danny Martin (CRD# 321103) is an Investment Advisor Representative working at Green Square Capital, LLC in Memphis, TN and has over 12 years of experience in the finance industry.

6
Christopher F. Prest
CRD#: 4666752
6075 Poplar Avenue, Suite 221, Memphis, TN 38119
93
Wealthminder
score

Christopher Prest (CRD# 4666752) is an Investment Advisor Representative working at Green Square Capital, LLC in Memphis, TN and has over 13 years of experience in the finance industry.

7
Matthew J. Saenger
CRD#: 4681363
6075 Poplar Avenue, Suite 322, Memphis, TN 38119
93
Wealthminder
score

Matthew Saenger (CRD# 4681363) is an Investment Advisor Representative working at Green Square Capital, LLC in Memphis, TN and has over 14 years of experience in the finance industry.

8
Elizabeth S. Gordon
CRD#: 5944293
6075 Poplar Avenue, Suite 221, Memphis, TN 38119
90
Wealthminder
score

Elizabeth Gordon (CRD# 5944293) is an Investment Advisor Representative working at Green Square Capital, LLC in Memphis, TN and has over 6 years of experience in the finance industry.

9
Cory A. Hawes
CRD#: 6066144
6075 Poplar Avenue, Suite 221, Memphis, TN 38119
90
Wealthminder
score

Cory Hawes (CRD# 6066144) is an Investment Advisor Representative working at Green Square Capital, LLC in Memphis, TN and has over 5 years of experience in the finance industry.

10
Woodson C. Whitehead
CRD#: 4406495
6075 Poplar Avenue, Suite 221, Memphis, TN 38119
89
Wealthminder
score

Woodson Whitehead (CRD# 4406495) is an Investment Advisor Representative working at Green Square Capital, LLC in Memphis, TN and has over 4 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.