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Jeffrey Guy Shelton

CAPITAL SQUARE, LLC·ATHENS, Tennessee
Clean recordCAPITAL SQUARE, LLC
1 WEST COLLEGE ST, ATHENS, TN 37303CRD# 4061743Firm CRD# 286098

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Guy Shelton · ATHENS, TN
Registration
CRD #4061743 · CAPITAL SQUARE, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Guy Shelton is a registered financial advisor based in ATHENS, Tennessee, affiliated with CAPITAL SQUARE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
CAPITAL SQUARE, LLC
CAPITAL SQUARE, LLC
AUM
$302M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CAPITAL SQUARE, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4061743
Firm CRD# 286098
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Guy Shelton offer?
Jeffrey Guy Shelton specializes in Financial Planning, Investment Management. Contact their office in ATHENS, Tennessee for a consultation.
What are Jeffrey Guy Shelton's credentials?
Jeffrey Guy Shelton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Guy Shelton located?
Jeffrey Guy Shelton is based in ATHENS, Tennessee, working with CAPITAL SQUARE, LLC. Their office serves clients in the ATHENS metropolitan area and surrounding communities.
How does Jeffrey Guy Shelton charge for services?
Jeffrey Guy Shelton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL SQUARE, LLC?
CAPITAL SQUARE, LLC has approximately 9 employees and manages $302M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPITAL SQUARE, LLC

Stacy Womble Eaton
ATHENS, TN
Notley Sidney Maddox
ATHENS, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
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NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
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