Capital Square is an investment advisor in Chattanooga with $305.31 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
814387982
SEC advisor number
801-108796
FINRA CRD number
286098
AUM ?
$301.86 mm
(as of 20 Mar 24)
Accounts
597
(as of 20 Mar 24)
Employees
9
(9 investment advisory or research)
Address
Capital Square
6736 EXECUTIVE OAK LANE
CHATTANOOGA
TN 37421
6736 EXECUTIVE OAK LANE
CHATTANOOGA
TN 37421
Phone
4238776708
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 May 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22