Capital Square, Llc
- Regulatory AUM
- $450M
- Discretionary
- $450M
- Clients
- 715
- Avg AUM / client
- $629K
- Accounts
- 785
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 587 | $176M | 39.1% |
| High net worth individuals | 117 | $252M | 56.0% |
| Pension and profit sharing plans | 8 | $7.5M | 1.66% |
| Charitable organizations | 3 | $14.5M | 3.22% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Notley Sidney Maddox | Managing Member, Chief Compliance Officer | Jan 2017 (10y) | 25% – 50% | |
| Stacy Womble Eaton | Member, Corporate Secretary | CFP | Jan 2017 (10y) | 25% – 50% |
| Jeffrey Guy Shelton | Owner | Jan 2017 (10y) | 10% – 25% | |
| Samuel Douglas Simpson | Registered representative | CFP | Jan 2017 (10y) | |
| Mark Parmer Massey | Registered representative | Jan 2017 (10y) | ||
| Suzanne Johnson Burrell | Registered representative | CFP | Jan 2017 (10y) | |
| Clinton David Martin | Registered representative | CFP | Apr 2018 (8y) | |
| Kendell Bolen Adler | Registered representative | CFP | Apr 2020 (6y) | |
| John Frederick Wallace | Registered representative | CFP | Aug 2024 (2y) | |
| Richard Guy Shelton | Registered representative | Apr 2025 (1y) | ||
| Cody Emerson Burrell | Registered representative | Jun 2025 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/19/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Raymond James $322K (0% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗