Capital Square, LLC
● SEC registered since 2016CRD 286098SEC# 801-108796Athens, TN
Reg. AUM
$449.9M
Employees
11
Accounts
785
Location
Athens, TN
Capital Square, LLC assets under management
Capital Square, LLC operates as an SEC-registered investment adviser based in Athens, TN. The firm has been registered since 2016. It reports $449.9 million in regulatory assets under management and employs 11 people.
Capital Square, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Guy Shelton | Owner | 10-25% | 2018 |
| Notley Sidney Maddox Control | Managing Member, Chief Compliance Officer | 25-50% | 2017 |
| Stacy Womble Eaton Control | Member, Corporate Secretary | 25-50% | 2017 |
Frequently asked questions
How much does Capital Square, LLC manage?
Capital Square, LLC reports $449.9 million in regulatory assets under management on its Form ADV.
How many employees does Capital Square, LLC have?
Capital Square, LLC reports 11 employees.
Where is Capital Square, LLC located?
Capital Square, LLC is based in Athens, TN and has been SEC-registered since 2016.
Does Capital Square, LLC disclose fund performance?
Capital Square, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 West College St, Suite 4, Athens, TN 37303 |
| Phone | 423-877-6708 |
| Fax | 423-877-3881 |
| Office hours | 9-4 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1798736 |
| Discloses disciplinary history | No |
Regulatory AUM
$449.9M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$449.9Mregulatory AUM
Discretionary $449.9M