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Jeffrey Guy Shelton

CAPITAL SQUARE, LLC·ATHENS, Tennessee
SIE, Series 7, Series 31, Series 63, Series 65Clean record11 years registeredCAPITAL 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 · 11 years registered
Brand Profile
Not yet started
01

Career History

CAPITAL SQUARE, LLC
Jan 2017 – present
BELLWETHER INVESTMENT GROUP, LLC
Apr 2015 – Jan 2017
CHATTANOOGA, TN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · April 2, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPITAL SQUARE, LLC
CRD 286098 · SEC 801-108796
AUM
$302M
Regulatory assets under management
Employees
9
597 client accounts
Services offered by CAPITAL SQUARE, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CAPITAL SQUARE, LLC →
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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
MEMPHIS (221)NASHVILLE (158)KNOXVILLE (98)BRENTWOOD (93)CHATTANOOGA (59)FRANKLIN (53)JACKSON (18)GERMANTOWN (10)KINGSPORT (8)JOHNSON CITY (7)
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MEMPHIS GuideNASHVILLE GuideKNOXVILLE GuideBRENTWOOD GuideCHATTANOOGA Guide
Research
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