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Notley Sidney Maddox

CAPITAL SQUARE, LLC·ATHENS, Tennessee
Series 7, Series 24, Series 51, Series 63, Series 65Clean record22 years registeredCAPITAL SQUARE, LLC
1 WEST COLLEGE ST, ATHENS, TN 37303CRD# 2202879Firm CRD# 286098

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Notley Sidney Maddox · ATHENS, TN
Registration
CRD #2202879 · CAPITAL SQUARE, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

CAPITAL SQUARE, LLC
Jan 2017 – present
BELLWETHER INVESTMENT GROUP, LLC
Nov 2008 – Jan 2017
CHATTANOOGA, TN
RAYMOND JAMES FINANCIAL SERVICES
Mar 2004 – Oct 2008
CHATTANOOGA, TN
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 51
Series 63
Series 65
Registration record
First registered · March 31, 2004
Years registered · 22
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 →
Introduction

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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.
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Other Advisors at CAPITAL SQUARE, LLC

Jeffrey Guy Shelton
ATHENS, TN
Stacy Womble Eaton
ATHENS, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
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Research
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