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| Capital Square LLC
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|---|---|
| CRD # | 286098 |
| SEC # | 801-108796 |
| CIK # | 0001798736 |
| AUM | $449.9 M (2026-05-19) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 423-877-6708 |
| Address | 1 West College St Athens, TN 37303 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 5.0 | ||
| Altria Group Inc | 4.5 | ||
| Lilly Eli & Co | 4.2 | ||
| Apple Inc | 3.7 | ||
| United Parcel Service Inc | 3.7 | ||
| Caretrust REIT Inc | 3.2 | ||
| Home Depot Inc | 3.0 | ||
| Realty Income Corp | 3.0 | ||
| Nvidia Corp | 2.9 | ||
| Carey W P & Co LLC | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 587 | 176.1 |
| (b) Individuals (high net worth individuals) | 117 | 251.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 7.5 |
| (h) Charitable organizations | 3 | 14.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 785 | 449.9 |
| By Discretionary | ||
| Discretionary | 785 | 449.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 785 | 449.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 449.9 | |
| Total | 785 | 449.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001798736] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Asset Advisory Group Inc
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NJ | 0.5 |
|
Allgen Financial Advisors Inc
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FL | 0.5 |
|
Widmann Financial Services Inc
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MD | 0.5 |
|
Envision Financial Planning LLC
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TN | 0.5 |
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Mustard Seed Financial LLC
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AR | 0.4 |
|
Moneywise Inc
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VA | 0.4 |
|
Nomad Fintech Inc
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FL | 0.4 |
|
ETF Portfolio Partners Inc
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|
KS | 0.4 |
|
SWMG LLC
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|
TX | 0.4 |
|
RW Roge & Company Inc
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NY | 0.4 |