Capital Square, LLC
Firm details
- Headquarters
- Athens, Tennessee
- CRD number
- 286098
- Registered since
- December 16, 2016
- Website
- capitalsquare.biz
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.99%
- Individuals39.13%
- Charitable Organizations3.22%
- Pension & Profit Sharing Plans1.66%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Capital Square, LLC is an independent registered investment adviser that began SEC registration in 2016 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars and workshops. The firm also operates as an insurance broker and charges clients through a mix of percentage-of-AUM fees, hourly fees, and fixed fees. Capital Square does not position itself as an ESG-focused manager and is not designated as a multi-state adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds15%
- Other11%
- US Government Bonds8%
Owners & executives
1 of 1
Notley Maddox
Founding Partner & Chief Compliance OfficerCRD 2202879
Contacts
3 of 10
Mark Massey
Financial Advisor & Portfolio ManagerCRD 5862535
Clinton Martin
Financial AdvisorCRD 5287895
Jeffrey Shelton
Partner, Financial AdvisorCRD 4061743
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 140Active vs passive
$135M in ETFs
85%
$114M
9%
$20.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $15.6M | 41,812 | 11.58% |
Location
Athens, TN
Mcminn
Location
Athens, TN
Headquartered in Athens, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- Mcminn
- Address
- 1 W College St
- Time zone
- CT (UTC-6)
- Office locations
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