True Square Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated January 27, 2026, reports $179M in regulatory assets under management, 1 employee, and 330 accounts.
Assets Under Management
$179M
Employees
1
Offices
--
Total Clients
73
Primary office
ATLANTA, GA
1355 PEACHTREE ST NE, SUITE 1150, ATLANTA, GA, United States
Top client segmentHNWI represent 79.5% of total clients.
Top client categories% of clientsClients
1
HNWI
79.5%
58
2
Corporations
12.3%
9
3
Individuals
8.2%
6
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$179Mas of January 27, 2026
Discretionary95.4%
$171M
95% of total RAUM95.4%
Non-discretionary4.6%
$8M
5% of total RAUM4.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$179M
Total Accounts330
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee73:1
10Y Employee Change—
* 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.