Best Investors
Account
Sign in
Best Investors
Account
Sign in
Capital Square, LLC CRD 286098
$450M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 West College St Suite 4, Athens, TN 37303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-11-23 |
| TN | RA | APPROVED | 2017-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bellwether Investment Group, Llc | Chattanooga | TN | 04/2015 | 01/2017 |
| Capital Square, Llc | Chattanooga | TN | 01/2017 | Present |
Jeff G. Shelton 4185 Barnsley Loop Ooltewah, TN 37363 Insurance Agent since 1997 Life Insurand and fixed annuity production incidental time given to this business Primarily maturing existing business on books looking to maintain tax deferral by rolling contract or maintaining existing contract.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-31 |
Reach out to this advisor