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CAPITAL SQUARE, LLC
CRD 286098 · SEC 801-108796
1 WEST COLLEGE ST, SUITE 4, ATHENS, TN, 37303, United States
Phone
423-877-6708
Fax
423-877-3881
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$449.9M
Discretionary AUM
$449.9M
Team
11 total employees; 11 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 587 | $176.1M |
| High net worth individuals | 117 | $251.9M |
| Pension/profit sharing plans | 8 | $7.5M |
| Charitable organizations | 3 | $14.5M |
States served
AL, AZ, AR, CO, GA, LA, MS, SC, TN, TX, FL
All web addresses on file
- https://www.capitalsquare.biz
- https://www.linkedin.com/in/suzanne-burrell-cfp%C2%AE-92623527/
- https://www.Linkedin.com/company/town-square-consulting-llc
- https://www.facebook.com/capitalsquareinvestments/
- https://www.linkedin.com/in/stacyeaton/
- https://www.facebook.com/capitalsquarestacyeaton/
- https://www.linkedin.com/in/mark-massey-623268153/
- https://www.townsquareconsulting.com
- https://capitalsquare.biz/mark-massey-lets-chat/
- https://www.facebook.com/capitalsquaresuzanneburrell/
- https://www.linkedin.com/in/samuel-simpson-62a14b126/
- https://www.Linkedin.com/in/clint-martin/
- https://www.linkedin.com/in/rguyshelton/
- https://www.linkedin.com/in/jake-wallacetownsquare/
Official SEC filing: View on IAPD