CAPITAL SQUARE, LLC
SEC Registeredsquare advice on capital management & Planning
About the firm
Capital Square, LLC is a fee-only, Registered Investment Adviser and fiduciary founded in January 2017, with a conservative objective to be the premier wealth management firm in the South. The firm offers an individual approach to managing client assets with the flexibility to design individual portfolios for any client anywhere.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
401K solutions, retirement planning, portfolio management, education planning, annuity analysis, and estate & trust planning.
Who they serve
Affluent clients seeking wealth management, as well as clients with retirement, education, estate, and portfolio management needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 587 | $176M |
| High Net Worth Individuals | 117 | $252M |
| Charitable Organizations | 8 | $7.5M |
| State/Municipal Entities | 3 | — |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPITAL SQUARE, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.