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Building 2CAPITAL SQUARE, LLC

Map pinATHENS, TN
Phone423-877-6708
NotebookSEC #801-108796
Total AUM
$449.9M
Employees
11
Clients
715

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 WEST COLLEGE ST
SUITE 4
ATHENS
TN 37303
United States
Operating Hours
9-4
WEDNESDAY
Phone
423-877-6708
Other Offices
5

ReceiptFinancials

Total AUM
$449.9M
Accounts
785
Discretionary
$449.9M
Accounts
785
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
587
AUM
$176.1M
HNW Individual Clients
117
AUM
$251.9M
Pension/Profit Sharing Plan Clients
8
AUM
$7.5M
Charitable Organization Clients
3
AUM
$14.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCOFLGALAMSSCTNTX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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