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 provides fee-based planning and portfolio management services to individuals, families and select institutional clients. The firm, organized as an LLC and SEC-registered in 2016, combines investment management with financial planning, portfolio management for individuals and small businesses, and client education via seminars and workshops. It also operates as an insurance broker, suggesting integration of insurance solutions into client plans. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an ESG-focused allocator.
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
Samuel Simpson
Financial AdvisorCRD 835124
Mark Massey
Financial Advisor & Portfolio ManagerCRD 5862535
John Wallace
Financial Advisor, AssociateCRD 6264365
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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