Capital Square
Finance · Tennessee, United States · 11-50 Employees
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Overview
Headquarters
6736 Executive Oak Ln, Chattanooga, Tenn...Phone Number
(423) 877-6708Website
www.capitalsquare.bizRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
1
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2
About Capital Square
Capital Square LLC is a fee-only investment adviser that prioritizes the financial success of its clients by providing customized investment portfolios tailored to individual needs. Founded in 2017, the firm aims to be the premier wealth management provider in the South, offering services such as retirement planning, portfolio management, and estate planning. With a disciplined approach and world-class research, Capital Square focuses on building lasting relationships and guiding affluent clients through various market conditions. The company operates under a fiduciary standard, ensuring that clients' best interests are always placed first.Explore more
Capital Square Org Chart
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Capital Square Tech Stack
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Capital Square News & Media
Capital Square Promotes Chris Hirth to SVP, Asset Management, and Jerad Nielsen to VP, Asset Management
RICHMOND, Va., June 21, 2022 /PRNewswire/ -- Capital Square, one of the nation's leading sponsors of tax-advantaged real estate investments and an active developer of mixed-use multifamily communities, announced today that it has promoted Chris Hirth to senior vice president of asset...Capital Square Promotes Jorge Figueiredo to Senior Vice President, Acquisitions, and Ware Smalley to Vice President, Acquisitions
RICHMOND, Va., June 2, 2022 /PRNewswire/ -- Capital Square, one of the nation's leading sponsors of tax-advantaged real estate investments and an active developer of multifamily communities, announced today that it has promoted Jorge Figueiredo to senior vice president of acquisitions and...Capital Square Promotes Michael Ollinger to Senior Vice President, Construction and Development and Victoria Coates to Vice President, Acquisition and Development
RICHMOND, Va., May 18, 2022 /PRNewswire/ -- Capital Square, one of the nation's leading sponsors of tax-advantaged real estate investments and an active developer of mixed-use multifamily communities, announced today the promotion of Michael Ollinger to the position of senior vice...Capital Square Promotes Sydney Hockaday to Vice President of Marketing
RICHMOND, Va., May 9, 2022 /PRNewswire/ -- Capital Square, one of the nation's leading sponsors of tax-advantaged real estate investments and an active developer of multifamily communities, announced today the promotion of Sydney Hockaday to vice president of marketing. "Sydney has done a...
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Capital Square LLC is a fee-only investment adviser that prioritizes the financial success of its clients by providing customized investment portfolios tailored to individual needs. Founded in 2017, the firm aims to be the premier wealth management provider in the South, offering services such as retirement planning, portfolio management, and estat... Read More
