CAPITAL SQUARE, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $449.9M |
| Discretionary | $449.9M100% of AUM |
| Client Accounts | 785 |
| Avg Account Size | $573K |
| Employees | 11 |
| Peak AUM | $449.9MMar 2026 |
| AUM CAGR | +11.0% /yrover 9 yrs · 26 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $450M | +14.3% | +13.1% | +11.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $449.9M |
| Discretionary | $449.9M |
| Employees | 11 |
| Client Accounts | 785 |
| Client Range | 1-10 |
Contact & Location
Address
1 WEST COLLEGE ST
ATHENS TN 37303
Phone
423-877-6708
Filing History
26 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$450M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution