TRUE SQUARE FINANCIAL LLC

TRUE SQUARE FINANCIAL LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 287997). Regulatory assets under management: $178.8M.

Registration

• CRD: 287997
• SEC file number: 801-135426
• Type: Registered investment adviser
• Location: 1355 PEACHTREE ST NE, SUITE 1150, ATLANTA, GA, 30309
• Phone: 404-975-2720
• Latest filing: 2026-01-27
• Regulatory AUM: $178.8M
• Discretionary AUM: $170.5M
• Non-discretionary AUM: $8.3M
• Clients: 1
• Accounts: 330

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287997 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search