| 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 |
Capital Square, LLC reports $393.6 million in regulatory assets under management on its Form ADV.
Capital Square, LLC reports 10 employees.
Capital Square, LLC is based in Athens, TN and has been SEC-registered since 2016.
Capital Square, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1 West College St, Suite 4, Athens, TN 37303 |
| Phone | 423-877-6708 |
| Fax | 423-877-3881 |
| Office hours | 4-Sep |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1798736 |
| Discloses disciplinary history | No |
| Discretionary | $392.8M |
| Non-discretionary | $847K |
| Total (RAUM) | $393.6M |