True Square Financial LLC
● SEC registered since 2026CRD 287997SEC# 801-135426Atlanta, GA
Reg. AUM
$178.8M
Employees
1
Accounts
330
Location
Atlanta, GA
True Square Financial LLC assets under management
True Square Financial LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2026. It reports $178.8 million in regulatory assets under management and employs 1 people.
True Square Financial LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel P Mahoney Control | President, Cco | Over 75% | 2017 |
Frequently asked questions
How much does True Square Financial LLC manage?
True Square Financial LLC reports $178.8 million in regulatory assets under management on its Form ADV.
How many employees does True Square Financial LLC have?
True Square Financial LLC reports 1 employees.
Where is True Square Financial LLC located?
True Square Financial LLC is based in Atlanta, GA and has been SEC-registered since 2026.
Does True Square Financial LLC disclose fund performance?
True Square Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1355 Peachtree St NE, Suite 1150, Atlanta, GA 30309 |
| Phone | 404-975-2720 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$178.8MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$178.8Mregulatory AUM
Discretionary $170.5MNon-discretionary $8.3M