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Green Square Capital Advisors LLC
Green Square Capital Advisors LLC is a Memphis, Tennessee-based investment adviser and wealth management firm, registered with the SEC and headquartered at 6075 Poplar Avenue, Suite 221. Originally founded as Green Square Capital Advisors, the firm is now associated with Steel Grove Capital Advisors but continues under its CIK and with continuity in operations. The firm provides investment management and advisory services, particularly for high-net-worth individuals, families, endowments, and institutions. As of recent filings, it manages assets for over 100 families and institutional clients, with an employee count of approximately 11.
Investment Strategy
Green Square Capital Advisors LLC (now affiliated with Steel Grove Capital Advisors) follows a diversified investment approach focused on separately managed accounts, multi-asset class portfolios, and both public and private holdings. The firm constructs portfolios using a core of index and actively managed ETFs and stock holdings in major U.S. equity benchmarks (such as S&P 500, Nasdaq, Dow Jones) while incorporating selective single stocks, fixed income strategies, and tactical tilts to manage risk and pursue growth. The investment philosophy emphasizes long-term growth, risk-adjusted returns, and a disciplined, research-driven allocation process. The firm serves high-net-worth clients, families, and institutional investors.
Latest 13F Filing Activity
Green Square Capital Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 175 equity positions and 2 options positions with a total 13F market value of $844M. The fund increased holdings in Nvidia Corporation Com, Alphabet Inc. Cap STK CL A, Invesco QQQ Trust Series I among other positions. Green Square Capital Advisors LLC reduced exposure to Gilead Sciences Inc. Com, 3m Co. Com, Patterson Cos Inc. Com among others.
Top Holdings
Equity Positions (175)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 ETF | 23.25% | $196.2M | 345,340 | $462.70 | $568.03 | +$21.0M |
Q QQQ | INVESCO QQQ TRUST SERIES I | 17.14% | $144.6M | 262,200 | $438.06 | $551.64 | +$23.7M |
N NVDA | NVIDIA CORPORATION COM | 8.03% | $67.7M | 428,804 | $78.11 | $157.99 | +$30.6M |
| ALPHABET INC CAP STK CL A | 5.27% | $44.5M | 252,272 | $143.72 | $176.23 | +$25.4M | |
D DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 4.42% | $37.3M | 84,570 | $286.17 | $440.65 | +$1.8M |
Options Positions (2)
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Memphis, TN , United States |
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