Home
›
Firms
›
CAPITAL SQUARE, LLC
CAPITAL SQUARE, LLC
ATHENS, Tennessee
·
3 registered advisors
·
CRD# 286098
SEC# 801-108796
5
423-877-6708
01
Firm Overview
AUM
$302M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CAPITAL SQUARE, LLC
3 registered advisors
Jeffrey Guy Shelton
ATHENS, Tennessee
CRD# 4061743
Notley Sidney Maddox
ATHENS, Tennessee
CRD# 2202879
Stacy Womble Eaton
ATHENS, Tennessee
CRD# 2368176
05
Office Locations
ATHENS, Tennessee
3 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. CAPITAL SQUARE, LLC (CRD# 286098) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.