Capital Square, LLC
Capital Square, LLC is a Tennessee-based registered investment adviser founded in 2017 and headquartered in Athens, TN. The firm is owned by three partners and provides investment advisory services including discretionary and non-discretionary portfolio management, financial planning, and retirement planning primarily to individuals, trusts, and estates, as well as businesses, non-profits, foundations, and endowments. It has approximately 10 employees.
Investment Strategy
Capital Square, LLC develops individualized investment strategies, offering both discretionary and non-discretionary portfolio management. The firm emphasizes diversified portfolio construction and provides tailored financial solutions such as financial and retirement planning, responding to each client’s risk tolerance, goals, and unique financial circumstances. It charges fees based on assets under management, with arrangements also available for fixed or hourly fees, depending on service scope. The firm seeks long-term client outcomes and a conservative investment approach.
Top Holdings
Equity Positions (193)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PFF | ISHARES TR PFD AND INCM SEC | 6.79% | $12.7M | 408,075 | $32.18 | $30.68 | -$213.8K |
V VTI | VANGUARD TOTAL STOCK MARKET ETF | 5.72% | $10.7M | 34,938 | $262.20 | $303.93 | +$1.5M |
A AMZN | AMAZON COM INCORPORATED | 2.43% | $4.6M | 20,260 | $110.77 | $219.39 | +$729.2K |
L LLY | ELI LILLY & COMPANY | 2.41% | $4.5M | 5,697 | $300.95 | $779.53 | +$232.6K |
M MO | ALTRIA GROUP INCORPORATED | 1.98% | $3.7M | 64,330 | $49.30 | $58.63 | -$48.9K |