Capital Square, LLC
Capital Square, LLC is an SEC-registered mass-market adviser in Athens, TN with $449.9M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Capital Square, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286098, SEC 801-108796, data through 2026-05-19.
- AUM (assets under management / regulatory AUM)
- $449.9M (2026-05-19)
- Firm type
- Mass-Market Adviser
- Location
- Athens, TN
- Employees
- 11
- Clients
- 715
- CRD
- 286098
- Ownership
- SHELTON, JEFFREY, GUY; MADDOX, NOTLEY, SIDNEY; EATON, STACY, WOMBLE; MADDOX, MARTHA, EATON
How much AUM does Capital Square, LLC have?
Capital Square, LLC reported $449.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-19).
Who owns Capital Square, LLC?
Disclosed owners and executives of Capital Square, LLC include SHELTON, JEFFREY, GUY, MADDOX, NOTLEY, SIDNEY, EATON, STACY, WOMBLE, MADDOX, MARTHA, EATON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.