True Square Financial LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 287997
- Registered since
- March 2, 2026
- Website
- truesquarefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI97.21%
- Corporations / Businesses1.01%
- Individuals0.7%
- Charitable Organizations0.7%
- Pension & Profit Sharing Plans0.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
True Square Financial LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual & family clients and institutional clients, operating under a fixed-fee pricing model. Its advisory services, as disclosed in regulatory filings, include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm is not positioned as a capital allocator and does not identify itself as an active ESG investor or a multi-state adviser in the filing.
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
- Public Funds/Mutual Funds60%
- Cash & Cash Equivalents19%
- US Government Bonds10%
- Exchange Traded Equities9%
- Investment Grade Corp Bonds2%
Contacts
1 of 1
Daniel Mahoney
Founder and PresidentCRD 4236650
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 1355 Peachtree St Ne
- Time zone
- ET (UTC-5)
- Office locations
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