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- Custodian
- Charles Schwab & Company · Morgan Stanley · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-16-2016
- Office Locations
- 10
Office Locations
About Capital Square, LLC
Capital Square, LLC is a fee-only, fiduciary RIA (founded 2017) providing customized portfolio management and planning—retirement and 401(k) solutions, education planning, estate & trust planning, and annuity analysis. The firm targets lasting relationships and a conservative approach for affluent clients, and commonly uses ETFs in portfolios (43% of SMA assets). Custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STACY WOMBLE EATON
Corporate Secretary, Financial Advisor, General Partner
- CRD
- #2368176
- Ownership
- 25% but less than 50%
NOTLEY SIDNEY MADDOX
Chief Compliance Officer, Investment Research Associate, Managing Member, President
- CRD
- #2202879
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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KENDELL BOLEN ADLER
Financial Advisor
- CRD
- #4592220
Cody Emerson Burrell
Financial Advisor
- CRD
- #7493404
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $449,867,352 | $573,079 |
| Non-Discretionary | $0 | -- |
| Total | $449,867,352 | $573,079 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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