CAPITAL SQUARE, LLC
CRD #286098 SEC #801-108796 ATHENS, TN 423-877-6708
SEC Registered
Total AUM
$393.6M
Discretionary
$392.8M
Employees
10
Clients
10
Accounts
685
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $393.6M | $392.8M | $847.5K | 10 | 5 |
| Mar 2024 | $301.9M | $301M | $811.2K | 9 | 5 |
| Mar 2023 | $301.4M | $300.5M | $903K | 10 | 3 |
| Apr 2022 | $305.3M | $302.9M | $2.4M | 9 | 4 |
| Mar 2022 | $305.3M | $302.9M | $2.4M | 9 | 4 |
| Mar 2021 | $261.3M | $255.1M | $6.2M | 8 | 3 |
| Jun 2020 | $261.9M | $260.9M | $935.8K | 8 | 1 |
| Jun 2020 | $261.9M | $260.9M | $935.8K | 8 | 1 |
| Mar 2020 | $261.9M | $260.9M | $935.8K | 8 | 1 |
| Mar 2019 | $235.2M | $234.3M | $833.4K | 9 | 3 |
| Apr 2018 | $212.8M | $209.7M | $3.1M | 8 | 0 |
| Apr 2018 | $184.7M | $183.6M | $1.1M | 7 | 0 |
| Mar 2018 | $184.7M | $183.6M | $1.1M | 7 | 0 |
| Nov 2017 | $169.1M | $168.6M | $475K | 6 | 0 |
| Nov 2017 | $169.1M | $168.6M | $475K | 6 | 0 |
| Aug 2017 | $169.1M | $168.6M | $475K | 6 | 383 |
| Mar 2017 | $169.1M | $168.6M | $475K | 6 | 383 |
DateMar 2025
Total AUM$393.6M
Discretionary$392.8M
Non-Disc.$847.5K
Employees10
Clients5
DateMar 2024
Total AUM$301.9M
Discretionary$301M
Non-Disc.$811.2K
Employees9
Clients5
DateMar 2023
Total AUM$301.4M
Discretionary$300.5M
Non-Disc.$903K
Employees10
Clients3
DateApr 2022
Total AUM$305.3M
Discretionary$302.9M
Non-Disc.$2.4M
Employees9
Clients4
DateMar 2022
Total AUM$305.3M
Discretionary$302.9M
Non-Disc.$2.4M
Employees9
Clients4
DateMar 2021
Total AUM$261.3M
Discretionary$255.1M
Non-Disc.$6.2M
Employees8
Clients3
DateJun 2020
Total AUM$261.9M
Discretionary$260.9M
Non-Disc.$935.8K
Employees8
Clients1
DateJun 2020
Total AUM$261.9M
Discretionary$260.9M
Non-Disc.$935.8K
Employees8
Clients1
DateMar 2020
Total AUM$261.9M
Discretionary$260.9M
Non-Disc.$935.8K
Employees8
Clients1
DateMar 2019
Total AUM$235.2M
Discretionary$234.3M
Non-Disc.$833.4K
Employees9
Clients3
DateApr 2018
Total AUM$212.8M
Discretionary$209.7M
Non-Disc.$3.1M
Employees8
Clients0
DateApr 2018
Total AUM$184.7M
Discretionary$183.6M
Non-Disc.$1.1M
Employees7
Clients0
DateMar 2018
Total AUM$184.7M
Discretionary$183.6M
Non-Disc.$1.1M
Employees7
Clients0
DateNov 2017
Total AUM$169.1M
Discretionary$168.6M
Non-Disc.$475K
Employees6
Clients0
DateNov 2017
Total AUM$169.1M
Discretionary$168.6M
Non-Disc.$475K
Employees6
Clients0
DateAug 2017
Total AUM$169.1M
Discretionary$168.6M
Non-Disc.$475K
Employees6
Clients383
DateMar 2017
Total AUM$169.1M
Discretionary$168.6M
Non-Disc.$475K
Employees6
Clients383