Overview
Assets Under Management: $179 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 58
Average Client Assets: $3 million
Frequently Asked Questions
TRUE SQUARE FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287997), TRUE SQUARE FINANCIAL LLC is subject to fiduciary duty under federal law.
TRUE SQUARE FINANCIAL LLC is headquartered in ATLANTA, GA.
TRUE SQUARE FINANCIAL LLC serves 58 high-net-worth clients according to their SEC filing dated January 27, 2026. View client details ↓
According to their SEC Form ADV, TRUE SQUARE FINANCIAL LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
TRUE SQUARE FINANCIAL LLC manages $179 million in client assets according to their SEC filing dated January 27, 2026.
According to their SEC Form ADV, TRUE SQUARE FINANCIAL LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.21
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 330
Discretionary Accounts: 327
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 287997
Filing ID: 2045314
Last Filing Date: 2026-01-27 16:48:02