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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Capital Square, LLC

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United States
Athens, TN
Capital Square, LLC

A local Investment firm offering you Square Advice on Capital Management and Planning with locations

While our founding was in January 2017, the roots of this wealth management firm run deep and wide as the mighty oceans of the world. With a conservative objective to be the premiere wealth management firm in the South for clients and for advisers, our individual approach to managing client assets provides the flexibility to design individual portfolios for any client anywhere. Our professional in

vestment advisors provide the comfort affluent clients need when stressful market conditions arise. With financial offices in Chattanooga, Gainesville, Little Rock, and Waco, we are continuing to grow stronger to provide you with the best wealth management strategies. If you are interested in speaking with a specific adviser, please see below:

Jeff Shelton
Sandy Maddox
Suzanne Burrell, CFP
Republic Centre Suite 1550
633 Chestnut St
Chattanooga, TN, 37450
423.877.6708

Stacy Eaton, CFP
631 Spring Street, SE
Gainesville, GA 30501
770.536.8808

Mark Massey
Plaza West Building
415 N. McKinley St., Ste. 280R
Little Rock, AR 72205
501-260-7544

Sam Simpson, CFP
5006 Lakeland Circle, Suite #101
Waco, TX 76710
254-235-1918

01/01/2025

🎉 Happy New Year from all of us at Capital Square! 🎉

May 2025 bring fresh opportunities, prosperity, and happiness your way. Here’s to achieving great things together!

12/25/2024

🎄 Merry Christmas from all of us at Capital Square! 🎁 Wishing you a holiday season filled with joy, peace, and prosperity. Here's to a bright and successful new year ahead! 🌟

12/03/2024

The Medicare mile marker is on the horizon. Most U.S. citizens become eligible at age 65 for the health insurance program facilitated by the federal government, with an open enrollment period at the end of each calendar year thereafter. Given the somewhat complicated coverage options – Part A, Part B, Part D, Part C, Medigap – it’s easy to get lost on the Medicare enrollment journey.

Read the full article to learn more:https://capitalsquare.biz/wp-content/uploads/2024/12/Navigating-medicare-infographic.pdf

04/18/2024

Chief Economist Eugenio J. Alemán discusses current economic conditions.

The strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers.

04/15/2024

Learn how to unlock the full potential of your Social Security benefits with this comprehensive guide! Discover key strategies to maximize your retirement income, tackle the challenges of longevity, and secure your financial future.

Read more:

04/09/2024

Let's talk investment wisdom amidst the political noise. Remember when Trump's victory shook markets in 2016? Those who panicked missed out on years of strong returns. Similarly, fearing Obama's 2009 election cost investors a historic bull market ride. In 2024's 'election palooza', stay focused. Time in the market beats timing the markets.

Read more:

Capital Group election watchers John Emerson and Reagan Anderson highlight four things that could shape the outcome of U.S. elections in November.

09/04/2023

Cheers to a well-deserved break! Happy Labor Day! 🎉 Whether you're relaxing or making memories, enjoy this day to the fullest. 🌟

Address

1 West College Street Suite 4
Athens, TN
37303

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+14238776708

Website

https://capitalsquare.biz/?utm_source=fb&utm_medium=yext

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