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Stacy Womble Eaton

CAPITAL SQUARE, LLC·ATHENS, Tennessee
Unclaimed Profile
1 WEST COLLEGE ST, ATHENS, TN 37303CRD# 2368176Firm CRD# 286098
01

About

Stacy Womble Eaton 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# 2368176
Firm CRD# 286098
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stacy Womble Eaton offer?
Stacy Womble Eaton specializes in Financial Planning, Investment Management. Contact their office in ATHENS, Tennessee for a consultation.
What are Stacy Womble Eaton's credentials?
Stacy Womble Eaton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stacy Womble Eaton located?
Stacy Womble Eaton is based in ATHENS, Tennessee, working with CAPITAL SQUARE, LLC. Their office serves clients in the ATHENS metropolitan area and surrounding communities.
How does Stacy Womble Eaton charge for services?
Stacy Womble Eaton'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 in ATHENS
Notley Sidney Maddox — 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
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