Capital Square, LLC

CRD 286098 · Athens, TN · $449.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 286098
SEC number: 801-108796
Firm type: RIA
Assets under management: $449.9M as of May 19, 2026
Website: www.capitalsquare.biz ↗
Phone: 423-877-6708
Address: 1 West College St, Athens, TN, 37303

Advisors at this firm

11 in our index · page 1 of 1

Kendell Bolen AdlerCRD 4592220 · Waco, TX

IA RegisteredRegistration inactive
Suzanne Johnson BurrellCRD 5390879 · Chattanooga, TN

IA Registered
Cody Emerson BurrellCRD 7493404 · Chattanooga, TN

IA Registered
Stacy Womble EatonCRD 2368176 · Gainesville, GA

IA Registered
Notley Sidney MaddoxCRD 2202879 · Athens, TN

IA Registered
Clinton David MartinCRD 5287895 · Fairhope, AL

IA RegisteredRegistration inactive
Mark Parmer MasseyCRD 5862535 · Little Rock, AR

IA Registered
Jeffrey Guy SheltonCRD 4061743 · Athens, TN

IA Registered
Samuel Douglas SimpsonCRD 835124 · Waco, TX

IA Registered
Richard Guy SheltonCRD 8074019 · Chattanooga, TN

IA Registered
John Frederick WallaceCRD 6264365 · Fairhope, AL

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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