Notley Maddox is a registered investment advisor at Capital Square, LLC, based in Athens, TN, with 22 years of industry experience. Notley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 715 clients with $450M 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 with a maximum annual fee of 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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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