Capital Square, LLC

Capital Square, LLC is a registered investment advisor founded in 2017 and based in Athens, Tennessee. The firm provides personalized investment management and financial planning services for individuals, families, businesses, non-profits, foundations, and endowments. Capital Square creates custom portfolios using individual stocks, bonds, mutual funds, and exchange-traded funds based on each client's specific goals, risk tolerance, and time horizon. Portfolios can be managed on a discretionary basis, where Capital Square makes trades on the client's behalf, or a non-discretionary basis, where the client approves each trade. In addition to investment management, Capital Square offers financial planning covering personal goals, college savings, retirement, estate planning, and insurance analysis. The firm has no account minimums and structures its fees as a percentage of assets under management, hourly rates, or fixed fees.