# Park Square Financial Group LLC

> Park Square Financial Group LLC is an SEC-registered investment advisory firm in Roswell, GA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 332268
- Filed as: PARK SQUARE FINANCIAL GROUP LLC
- Also doing business as: PARK SQUARE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Roswell, GA
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332268
- AdvisorCensus page: https://advisorcensus.com/firm/park-square-financial-group-llc-roswell-ga-332268

## Quick answers

**How is Park Square Financial Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Park Square Financial Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Park Square Financial Group LLC charge?**
Its Form ADV Part 2A brochure dated April 15, 2026 states: Asset-based fee: up to 2.35% of assets a year (the maximum the brochure states); Hourly rate: $300 an hour (hourly financial planning fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Park Square Financial Group LLC located?**
Park Square Financial Group LLC's principal office is in Roswell, GA, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Park Square Financial Group LLC registered with the SEC or a state?**
Park Square Financial Group LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332268.

**How much does Park Square Financial Group LLC manage?**
Park Square Financial Group LLC reports $218,558,579 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (100% discretionary).

**How have Park Square Financial Group LLC's assets and staff changed since 2024?**
In the Form ADV data for Park Square Financial Group LLC: Regulatory assets under management: $0 in the October 2024 data and $218,558,579 in the October 2026 data. Total employees: 8 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Park Square Financial Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (359); high net worth individuals (45); pension and profit sharing plans (but not the plan participants or government pension plans) (26).

**Which custodians does Park Square Financial Group LLC use?**
Park Square Financial Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Brokerage, LLC, Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Park Square Financial Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332268

**Does Park Square Financial Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 15, 2026 says: "We impose a $250,000 minimum account value to initiate our Firm’s advisory and money management services, however, this may be waived as deemed appropriate by the Firm."

**What changed in Park Square Financial Group LLC's recent Form ADV filings?**
In the May 2026 filing data: Added an office in Buford, GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 15, 2026)

- Asset-based fee: up to 2.35% of assets a year (the maximum the brochure states)

> Park Square’s annual fees are based upon a percentage of assets under management not to exceed 2.35%.

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> We impose a $250,000 minimum account value to initiate our Firm’s advisory and money management services, however, this may be waived as deemed appropriate by the Firm.

- Hourly rate: $300 an hour (hourly financial planning fees)

> Hourly financial planning fees are $300/hour. The specific fee for your financial plan will be discussed with you

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Assetmark Brokerage, LLC
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $218,558,579
- Discretionary: $218,558,579
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 359 | $120,248,442 |
| High net worth individuals | 45 | $90,816,957 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 26 | $7,486,618 |
| Corporations or other businesses not listed above | Fewer than 5 | $6,562 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, CO, FL, GA, MD, NC, NE, NJ, PA, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Birmingham, AL
- Buford, GA

### Websites listed on Form ADV (Item 1.I)
- [parksquarefg.com](https://parksquarefg.com)
- Facebook @ParkSquareFinancial
- LinkedIn @park-square-financial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 8 | September 27, 2024 |
| October 2025 | $208,169,989 | 8 | June 11, 2025 |
| October 2026 | $218,558,579 | 5 | April 24, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $218,558,579 in the October 2026 data.
Total employees: 8 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Added an office in Buford, GA.

### March 2026
- Employees performing advisory functions went from 6 to 4.
- Added an office in Birmingham, AL.
- No longer lists an office in Buford, GA.
- Registered or notice-filed in CO.

### December 2025
- Registered or notice-filed in NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Park Square Financial Group LLC (CRD 332268): Form ADV filing data as of October 2026.