Capital Square, LLC, a local investment advisory firm headquartered in Chattanooga, TN, specializes in providing comprehensive investment solutions to its clients. With a team of 10 dedicated professionals, including 9 experienced investment advisors, Capital Square offers personalized services to meet the unique needs and goals of each individual client.
With an impressive average of approximately $18,800,000 in assets under management per investment advisor, Capital Square ensures a high level of expertise and attention to detail in managing its clients' investments. The firm's compensation structure encompasses various types,...
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Assets Under Mgmt
$301.39M
Investment Professionals
9
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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