{
  "crd_number": 343857,
  "slug": "green-square-am-memphis-tn-343857",
  "primary_business_name": "GREEN SQUARE AM",
  "legal_name": "GREEN SQUARE AM, LLC",
  "dbas": [],
  "city": "Memphis",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "32820",
  "metro": {
    "cbsa_code": "32820",
    "common_name": "Memphis",
    "msa_name": "Memphis, TN-MS-AR",
    "path": "/advisors/tn/memphis"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-09-23",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-08",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "TN"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/343857",
  "disclosure_items": [
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "MEMPHIS",
  "url": "https://advisorcensus.com/firm/green-square-am-memphis-tn-343857",
  "display_name": "Green Square AM",
  "summary": "Green Square AM is a state-registered investment advisory firm in Memphis, TN, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.",
  "citation": "AdvisorCensus. Green Square AM (CRD 343857): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Green Square AM compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Green Square AM reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Green Square AM located?",
      "a": "Green Square AM's principal office is in Memphis, TN, according to its Form ADV."
    },
    {
      "q": "Is Green Square AM registered with the SEC or a state?",
      "a": "Green Square AM is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 343857."
    },
    {
      "q": "How much does Green Square AM manage?",
      "a": "Green Square AM reports $0 in regulatory assets under management in its Form ADV filing dated September 8, 2026."
    },
    {
      "q": "Does Green Square AM report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.C(4) (SEC or CFTC order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/343857"
    },
    {
      "q": "What changed in Green Square AM's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Newly registered with a state securities regulator."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Newly registered with a state securities regulator."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/green-square-am-memphis-tn-343857.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/343857",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
