Notley Maddox is a registered investment advisor at Capital Square, LLC, based in Athens, TN, with 21 years of industry experience. Notley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 668 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. The maximum annual fee will be 2% of assets under management.
Fee Estimator
Location
1 West College St, Suite 4, Athens, TN, 37303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Notley is an Assistant Professor at Tennessee Wesleyan University since 2018, teaching corporate finance. This takes about 10-20% of their time when school is in session and a few hours per week when the market is open.
Employment History
Current Registrations
Capital Square, LLC
Previous Registrations
Bellwether Investment Group, LLC
Raymond James Financial Services
State Registrations2 states
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