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CAPITAL SQUARE, LLC
1 West College St
Suite 4
Athens, Tennessee 37303
Tel: 423-877-6708
About CAPITAL SQUARE, LLC
CAPITAL SQUARE, LLC, formally registered with the SEC as CAPITAL SQUARE, LLC. The firm was established in 12/16/2016. They have over 6 offices throughout the country.
CAPITAL SQUARE, LLC is a Athens, Tennessee based Financial Planning firm with nearly $301,855,262 assets under management, offering retirement planning & investment advisory services to 597 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286098 |
| SEC# | 801-108796 |
| Assets Managed by Firm | $301,855,262 |
| No. of Clients | 597 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 597 | $301,855,262 |
| Individuals (other than high net worth individuals) | 513 | $146,703,641 |
| High net worth individuals | 84 | $138,352,301 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,466,603 |
| Charitable organizations | Fewer than 5 clients | $13,332,717 |
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