Capital Square, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Athens, TN. Its latest Form ADV filing, dated March 23, 2026, reports $450M in regulatory assets under management, 11 employees, 5 offices, and 785 accounts.
Assets Under Management
$450M
Employees
11
Offices
5 offices
Total Clients
715
Primary office
ATHENS, TN
1 WEST COLLEGE ST, SUITE 4, ATHENS, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.1% of total clients.
Top client categories% of clientsClients
1
Individuals
82.1%
587
2
HNWI
16.4%
117
3
Pension Plans
1.1%
8
4
Charitable
0.4%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$450Mas of March 23, 2026
Discretionary100.0%
$450M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$450M
Total Accounts785
10Y AUM Change+$281M (+166.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee65:1
10Y Employee Change+5 (+83.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.