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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-27-2017
- Office Locations
- 1
Office Locations
About True Square Financial LLC
True Square Financial is an independent, fee-only RIA and fiduciary based in Atlanta serving individuals and families nationwide. The firm provides customized financial planning and optional investment management for clients with complex situations—equity compensation, business ownership, tax-sensitive planning, and non-traditional assets. Engagements are offered on a flat monthly fee with no asset minimums, and clients can choose whether to delegate portfolio management.
Reported data analysis
What the numbers show
Of the latest reported AUM, 95.4% is discretionary and 4.6% is non-discretionary.
The firm reports 1 advisory representatives and 90 clients, or 90 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on January 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
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- Platform
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The full True Square Financial LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANIEL P MAHONEY
Chief Compliance Officer, President
- CRD
- #4236650
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $170,533,433 | $521,509 |
| Non-Discretionary | $8,313,463 | $2,771,154 |
| Total | $178,846,896 | $541,960 |
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Separately Managed Accounts
SMA allocation detail is available
True Square Financial LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.