AdvisorOS Directory
Claim Profile
NM

Notley Sidney Maddox

CAPITAL SQUARE, LLC·ATHENS, Tennessee
Unclaimed Profile
1 WEST COLLEGE ST, ATHENS, TN 37303CRD# 2202879Firm CRD# 286098
01

About

Notley Sidney Maddox 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
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# 2202879
Firm CRD# 286098
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ATHENS?

Browse all registered financial advisors in ATHENS, Tennessee or claim this profile if it's yours.

Browse ATHENS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Notley Sidney Maddox offer?
Notley Sidney Maddox specializes in Financial Planning, Investment Management. Contact their office in ATHENS, Tennessee for a consultation.
What are Notley Sidney Maddox's credentials?
Notley Sidney Maddox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Notley Sidney Maddox located?
Notley Sidney Maddox is based in ATHENS, Tennessee, working with CAPITAL SQUARE, LLC. Their office serves clients in the ATHENS metropolitan area and surrounding communities.
How does Notley Sidney Maddox charge for services?
Notley Sidney Maddox'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ATHENS
Stacy Womble Eaton — CAPITAL SQUARE, LLCJeffrey Guy Shelton — CAPITAL SQUARE, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile