Investment adviser · CRD 287997
TRUE SQUARE FINANCIAL LLC
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Jan 27, 2026
- Regulatory AUM
- $179M Form ADV · Item 5.F
- Client accounts
- 330 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 58 | $173,851,691 | 97.2% |
| Corporations & businesses | 9 | $1,811,939 | 1.0% |
| Charities | Fewer than 5 | $1,259,622 | 0.7% |
| Individuals | 6 | $1,243,160 | 0.7% |
| Retirement plans | Fewer than 5 | $680,484 | 0.4% |
Filing source
Form ADV 2045314 · Jan 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Fixed
Principal office
1355 PEACHTREE ST NE, SUITE 1150ATLANTA, GA, 30309, United States
CRD 287997
Filing source
Form ADV 2045314 · Jan 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.