CAPITAL SQUARE, LLC

ATHENS, Tennessee·3 registered advisors·CRD# 286098
SEC# 801-1087965423-877-6708
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 PlanningInvestment Management
04

Advisors at CAPITAL SQUARE, LLC

3 registered advisors
Jeffrey Guy Shelton
ATHENS, Tennessee
Notley Sidney Maddox
ATHENS, Tennessee
Stacy Womble Eaton
ATHENS, Tennessee
05

Office Locations

ATHENS, Tennessee
3 advisors

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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.