Active
CAPITAL SQUARE, LLC
Investment Advice|ATHENS, TN
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$393.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 392.8M |
| Non-Discretionary | 847K |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 286098 |
| SEC Number | 801-108796 |
| Street Address | 1 WEST COLLEGE ST |
| Street Address 2 | SUITE 4 |
| Location | ATHENS, TN 37303 |
| Country | United States |
| Phone | 423-877-6708 |
| Fax | 423-877-3881 |
| Total Employees | 10 |
| Business Types | insurance_broker |
Client Count by Type (668 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 564 |
| High Net Worth Individual… | 93 |
| Pension/Profit Sharing Pl… | 8 |
| Charitable Organizations | 3 |
Community Partners
CITY OF ATHENS
CITY OF NIOTA
COUNTY OF MCMINN
TOWN OF CALHOUN
TOWN OF ENGLEWOOD
CITY OF ATHENS
CITY OF NIOTA
COUNTY OF MCMINN
TOWN OF CALHOUN
TOWN OF ENGLEWOOD
CITY OF ATHENS
CITY OF NIOTA
COUNTY OF MCMINN
TOWN OF CALHOUN
TOWN OF ENGLEWOOD
Municipal Government
5 Active
5
Organizations
ATHENS HOUSING AUTHORITY
CALHOUN CHARLESTON UTILITY DISTRICT
ETOWAH HOUSING AUTHORITY
MCMINN COUNTY SOIL CONSERVATION DISTRICT
RICEVILLE UTILITY DISTRICT
ATHENS HOUSING AUTHORITY
CALHOUN CHARLESTON UTILITY DISTRICT
ETOWAH HOUSING AUTHORITY
MCMINN COUNTY SOIL CONSERVATION DISTRICT
RICEVILLE UTILITY DISTRICT
ATHENS HOUSING AUTHORITY
CALHOUN CHARLESTON UTILITY DISTRICT
ETOWAH HOUSING AUTHORITY
MCMINN COUNTY SOIL CONSERVATION DISTRICT
RICEVILLE UTILITY DISTRICT
Special District
5 Active
5
Organizations
ATHENS CITY SCH DIST
CITY OF ETOWAH
ETOWAH TOWN SCH DIST
MCMINN CO SCH DIST
ATHENS CITY SCH DIST
CITY OF ETOWAH
ETOWAH TOWN SCH DIST
MCMINN CO SCH DIST
ATHENS CITY SCH DIST
CITY OF ETOWAH
ETOWAH TOWN SCH DIST
MCMINN CO SCH DIST
School District
4 Active
4
Organizations
2ND CHANCE BOXING
640 HIWASSEE CHAPTER OF TROUT UNLIMITED
71 PERCENT INC
ADULT & FAMILY EDUCATION OF MCMINN COUNTY
ADVENT HOME LEARNING CENTER INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICAN CRIMINAL JUSTICE ASSOCIATION LAMBDA ALPHA EPSILON
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION POST 68
AMERICAN YOUTH FOOTBALL INC
AMVETS
AMVETS
AMVETS
AMVETS
ANIMAL AID
ASSOCIATION OF OPERATING ROOM NURSES
ATHENS AREA CHAMBER OF COMMERCE
ATHENS AREA COMMUNITY CHORUS
ATHENS AREA COUNCIL-THE ARTS
2ND CHANCE BOXING
640 HIWASSEE CHAPTER OF TROUT UNLIMITED
71 PERCENT INC
ADULT & FAMILY EDUCATION OF MCMINN COUNTY
ADVENT HOME LEARNING CENTER INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICAN CRIMINAL JUSTICE ASSOCIATION LAMBDA ALPHA EPSILON
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION POST 68
AMERICAN YOUTH FOOTBALL INC
AMVETS
AMVETS
AMVETS
AMVETS
ANIMAL AID
ASSOCIATION OF OPERATING ROOM NURSES
ATHENS AREA CHAMBER OF COMMERCE
ATHENS AREA COMMUNITY CHORUS
ATHENS AREA COUNCIL-THE ARTS
2ND CHANCE BOXING
640 HIWASSEE CHAPTER OF TROUT UNLIMITED
71 PERCENT INC
ADULT & FAMILY EDUCATION OF MCMINN COUNTY
ADVENT HOME LEARNING CENTER INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICAN CRIMINAL JUSTICE ASSOCIATION LAMBDA ALPHA EPSILON
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION POST 68
AMERICAN YOUTH FOOTBALL INC
AMVETS
AMVETS
AMVETS
AMVETS
ANIMAL AID
ASSOCIATION OF OPERATING ROOM NURSES
ATHENS AREA CHAMBER OF COMMERCE
ATHENS AREA COMMUNITY CHORUS
ATHENS AREA COUNCIL-THE ARTS
Nonprofit Organization
245 Active
245
Organizations
Community Partners64 organizations
CITY OF NIOTA
Municipal Government·NIOTA
TOWN OF CALHOUN
Municipal Government·CALHOUN
ATHENS HOUSING AUTHORITY
Special District·ATHENS
CALHOUN CHARLESTON UTILITY DISTRICT
Special District·CALHOUN
ETOWAH HOUSING AUTHORITY
Special District·ETOWAH
MCMINN COUNTY SOIL CONSERVATION DISTRICT
Special District·ATHENS
RICEVILLE UTILITY DISTRICT
Special District·RICEVILLE
2ND CHANCE BOXING
Nonprofit Organization·Athens
640 HIWASSEE CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·ENGLEWOOD
71 PERCENT INC
Nonprofit Organization·Athens
ADULT & FAMILY EDUCATION OF MCMINN COUNTY
Nonprofit Organization·athens
ADVENT HOME LEARNING CENTER INC
Nonprofit Organization·CALHOUN
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Athens
AMERICAN CRIMINAL JUSTICE ASSOCIATION LAMBDA ALPHA EPSILON
Nonprofit Organization·Athens
AMERICAN LEGION
Nonprofit Organization·ATHENS
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Etowah
AMERICAN LEGION POST 68
Nonprofit Organization·ATHENS
AMERICAN YOUTH FOOTBALL INC
Nonprofit Organization·Englewood
AMVETS
Nonprofit Organization·ETOWAH
AMVETS
Nonprofit Organization·Calhoun
AMVETS
Nonprofit Organization·ETOWAH
AMVETS
Nonprofit Organization·Etowah
ANIMAL AID
Nonprofit Organization·ATHENS
ASSOCIATION OF OPERATING ROOM NURSES
Nonprofit Organization·Athens
ATHENS AREA CHAMBER OF COMMERCE
Nonprofit Organization·ATHENS
ATHENS AREA COMMUNITY CHORUS
Nonprofit Organization·Athens
ATHENS AREA COUNCIL-THE ARTS
Nonprofit Organization·ATHENS
ATHENS CITY INTERMEDIATE SCHOOL PTO
Nonprofit Organization·Athens
ATHENS CITY MIDDLE SCHOOL PTO
Nonprofit Organization·Athens
ATHENS CITY PRIMARY SCHOOL PARENT AND TEACHER ORGANIZATION PTO
Nonprofit Organization·Athens
ATHENS FEDERAL FOUNDATION
Nonprofit Organization·ATHENS
ATHENS KIWANIS CLUB
Nonprofit Organization·ATHENS
ATHENS LIONS CHARITIES
Nonprofit Organization·Athens
ATHENS-MCMINN FAMILY YMCA
Nonprofit Organization·ATHENS
ATHENS-MCMINN FAMILY YOUNG
Nonprofit Organization·ATHENS
Athens Parks Foundation Inc
Nonprofit Organization·Athens
AUB EMPLOYEES CREDIT UNION
Nonprofit Organization·ATHENS
AVAS ANIMALS
Nonprofit Organization·Riceville
BENEVOLENT & PROTECTIVE ORDER OF
Nonprofit Organization·ATHENS
BETH SALEM CUMBERLAND PRESBYTERIAN CHURCH
Nonprofit Organization·Riceville
BETH SALEM CUMBERLAND PRESBYTERIAN CHURCH
Nonprofit Organization·RICEVILLE
BLET DIVISION 782 C/O CHRIS M BOWMAN
Nonprofit Organization·ETOWAH
BLOOM CHARITY FUND COMMITTEE
Nonprofit Organization·Englewood
BLUE STAR MOTHERS OF AMERICA INC
Nonprofit Organization·ATHENS
BLUE WILLOW TUTORIAL
Nonprofit Organization·RICEVILLE
BOWATER CENTRAL LABOR COUNCIL
Nonprofit Organization·Riceville
BOWATER EMPLOYEES CREDIT UNION
Nonprofit Organization·CALHOUN
BOWATER GOODFELLOWS INC
Nonprofit Organization·CALHOUN
BROOKVALE GARDEN
Nonprofit Organization·ETOWAH
BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES
Nonprofit Organization·Englewood
CALHOUN ALUMNI ASSOCIATION
Nonprofit Organization·CALHOUN
CALHOUN RURAL FIRE DEPARTMENT
Nonprofit Organization·CALHOUN
CAMP LIVING STONES
Nonprofit Organization·ENGLEWOOD
CASA CORRIDOR OF EAST TENNESSEE
Nonprofit Organization·ATHENS
CEMETERIES OF ATHENS PRESERVATION ASSOCIATION INC
Nonprofit Organization·Athens
CENTRAL HIGH SCHOOL BAND BOOSTER CLUB
Nonprofit Organization·ETOWAH
CENTRE FOR PENTECOSTAL THEOLOGY INCORPORATED
Nonprofit Organization·Athens