Park Square Financial Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Roswell, GA. Its latest Form ADV filing, dated April 24, 2026, reports $219M in regulatory assets under management, 5 employees, 3 offices, and 706 accounts.
Assets Under Management
$219M
Employees
5
Offices
3 offices
Total Clients
430
Primary office
ROSWELL, GA
55 PARK SQUARE, STE 103, ROSWELL, GA, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.5% of total clients.
Top client categories% of clientsClients
1
Individuals
83.5%
359
2
HNWI
10.5%
45
3
Pension Plans
6.0%
26
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$219Mas of April 24, 2026
Discretionary100.0%
$219M
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$219M
Total Accounts706
10Y AUM Change+$219M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee86:1
10Y Employee Change-3 (-37.5%)
* 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.