CAPITAL SQUARE, LLC

CRD

286098

SEC file #

801-108796

EIN

814387982

DBA names

—

Economics

AUM

$449.9M

AUM band

$100M-$500M

AUM trajectory

'20 · $235.2M

'21 · $261.9M

'22 · $261.3M

'23 · $305.3M

'25 · $393.6M

'26 · $449.9M

'20'26

$235.2M → $449.9M▲ +91%

sec adv history

Client mix

Individuals Other	587
Individuals High Net Worth	117
Pension Profit Sharing Plans	8
Charitable Organizations	3

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 9 advisors

'21 · 7 advisors

'22 · 7 advisors

'23 · 8 advisors

'25 · 10 advisors

'26 · 11 advisors

'20'26

9 advisors → 11 advisors▲ +22%

sec adv history

Primary office

ATHENS TN

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsEducational Seminars Workshops

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/23/2026

ADV-W filed at

—

Website

capitalsquare.biz

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

EATON, STACY, WOMBLE

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

EATON, STACY, WOMBLE

MADDOX, NOTLEY, SIDNEY

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

capitalsquare.biz

Rdap Domain Creation Date

2016-11-07T17:50:56Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001798736

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2020-02-07

Edgar Last Filing Date

2026-05-11

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-11

Accession0001798736-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.1526

Soi Zip Pct 200k Plus

0.0272

Soi Zip Returns 200k Plus

310

Soi Zip Total AGI

683,269

Fdic Zip Total Deposits

21,778,991,000

Fdic Zip Branch Count

369

Fdic Zip Top Banks

The Citizens National Bank of Athens

Simmons Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Edgar Addresses

Mailing

1 WEST COLLEGE STSUITE 4ATHENS, TN 37303

Business

1 WEST COLLEGE STSUITE 4ATHENS, TN 37303

Edgar EIN

814387982

Edgar Recent Filings

13F-HR2026-05-11 · 0001798736-26-000002

13F-HR2026-02-13 · 0001798736-26-000001

Fdic Zip Branches Raw

The Bank/First Citizens BankAthens, TN

Fdic Zip HHI

896.96

Fdic Zip Top Bank Share Pct

20.55

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-11-06T23:59:59Z

Rdap Domain Last Changed

2025-10-24T21:37:24Z

Rdap Nameservers

Ns46.domaincontrol.comNs45.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Update ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Delete Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	45,089
Returns	3,540

Stub 2

AGI	112,748
Returns	3,100

Stub 3

AGI	111,720
Returns	1,810

Soi Zip Total Business Income

36,557

Soi Zip Total Cap Gains

21,528

Soi Zip Total Dividends

6,675

Soi Zip Total Returns

11,400

Top Owner CRD

2368176

Trust Company Affiliate