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TRUE SQUARE FINANCIAL LLC

ATLANTA, GA · CRD 287997 · IAPD ↗ · truesquarefinancial.com · 404-975-2720

$178.8MRegulatory AUM
1Advisory reps
1Employees
17Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — TRUE SQUARE FINANCIAL LLC (ATLANTA, GA) is newly SEC-registered with $178.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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