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CAPITAL SQUARE, LLC

ATHENS, TN · CRD 286098 · IAPD ↗ · 423-877-6708

$449.9MRegulatory AUM
11Advisory reps
11Employees
5Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
September 2026 — CAPITAL SQUARE, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — CAPITAL SQUARE, LLC notice-filed in CO, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — CAPITAL SQUARE, LLC reported RAUM up 30% ($301.9M -> $393.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
April 2024 — CAPITAL SQUARE, LLC moved its main office from CHATTANOOGA, TN to ATHENS, TN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2024 — CAPITAL SQUARE, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.