|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Capital Square LLC
✚
|
|
|---|---|
| CRD # | 286098 |
| SEC # | 801-108796 |
| CIK # | 0001798736 |
| AUM | $393.6 M (2025-03-10) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 423-877-6708 |
| Address | 1 West College St Athens, TN 37303 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001798736 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 4.6 | ||
| Lilly Eli & Co | 4.5 | ||
| Altria Group Inc | 3.7 | ||
| Home Depot Inc | 3.2 | ||
| Caretrust REIT Inc | 3.2 | ||
| New Residential Investment Corp | 2.9 | ||
| Realty Income Corp | 2.9 | ||
| Carey W P & Co LLC | 2.8 | ||
| Apple Inc | 2.7 | ||
| First Horizon National Corp | 2.5 | ||
| American Tower Corp /MA/ | 2.5 | ||
| Nvidia Corp | 2.4 | ||
| Southern Co | 2.4 | ||
| Microsoft Corp | 2.1 | ||
| United Parcel Service Inc | 2.0 | ||
| J P Morgan Chase & Co | 1.9 | ||
| Potlatch Corp | 1.8 | ||
| Exxon Mobil Corp | 1.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 564 | 175.8 |
| (b) Individuals (high net worth individuals) | 93 | 195.9 |
| (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 | 685 | 393.6 |
| By Discretionary | ||
| Discretionary | 684 | 392.8 |
| Non-Discretionary | 1 | 0.8 |
| Total | 685 | 393.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 393.6 | |
| Total | 685 | 393.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001798736] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Moneywise Inc
✚
|
VA | 0.4 |
|
Prudent Investors Network Inc
✚
|
CA | 0.4 |
|
Asset Advisory Group Inc
✚
|
NJ | 0.4 |
|
Allgen Financial Advisors Inc
✚
|
FL | 0.4 |
|
Envision Financial Planning LLC
✚
|
TN | 0.4 |
|
Beacon Financial Planning Inc
✚
|
MA | 0.4 |
|
Paradigm Wealth LLC
✚
|
NE | 0.4 |
|
Widmann Financial Services Inc
✚
|
MD | 0.4 |
|
McCay Wealth Advisory LLC
✚
|
TN | 0.4 |
|
Avory & Company LLC
✚
|
FL | 0.4 |