{
  "crd_number": 287997,
  "slug": "true-square-financial-llc-atlanta-ga-287997",
  "primary_business_name": "TRUE SQUARE FINANCIAL LLC",
  "legal_name": "TRUE SQUARE FINANCIAL LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-03-02",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-01-27",
  "carried_forward": false,
  "raum_total": 178846896.0,
  "raum_discretionary": 170533433.0,
  "raum_non_discretionary": 8313463.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1259622.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 1243160.0,
      "count": 6
    },
    "pension_profit_sharing": {
      "raum": 680484.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 173851691.0,
      "count": 58
    },
    "corporations_other_businesses": {
      "raum": 1811939.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/TRUE-SQUARE-FINANCIAL",
    "https://truesquarefinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287997",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/true-square-financial-llc-atlanta-ga-287997",
  "display_name": "True Square Financial LLC",
  "summary": "True Square Financial LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.",
  "citation": "AdvisorCensus. True Square Financial LLC (CRD 287997): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is True Square Financial LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), True Square Financial LLC reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does True Square Financial LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated January 27, 2026 states: Flat fee: $125 to $5,000 a month (investment management services); Flat fee: $500 to $5,000 (Limited Financial Planning services); Flat fee: $150 to $1,500 a year (Retirement Plan Consulting annual fee). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is True Square Financial LLC located?",
      "a": "True Square Financial LLC's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is True Square Financial LLC registered with the SEC or a state?",
      "a": "True Square Financial LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 287997."
    },
    {
      "q": "How much does True Square Financial LLC manage?",
      "a": "True Square Financial LLC reports $178,846,896 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (95% discretionary)."
    },
    {
      "q": "What types of clients does True Square Financial LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (58); corporations or other businesses not listed above (9); individuals (other than high net worth individuals) (6)."
    },
    {
      "q": "Which custodians does True Square Financial LLC use?",
      "a": "True Square Financial LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does True Square Financial LLC report any disciplinary disclosures?",
      "a": "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/287997"
    },
    {
      "q": "Does True Square Financial LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 27, 2026 says: \"We do not have a minimum account size requirement.\""
    },
    {
      "q": "What changed in True Square Financial LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $125 to $5,000 a month (investment management services)",
      "Flat fee: $500 to $5,000 (Limited Financial Planning services)",
      "Flat fee: $150 to $1,500 a year (Retirement Plan Consulting annual fee)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size requirement."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $125 to $5,000 a month (investment management services)"
        ],
        "quotes": [
          "We offer investment management services for a flat monthly fee between $125 - $5,000 per month, based on the complexity of the client’s situation."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $5,000 (Limited Financial Planning services)"
        ],
        "quotes": [
          "We offer Tax Preparation Services for a flat fee of $500 - $5,000 per return, based on the complexity of the return and quality of recordkeeping."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $150 to $1,500 a year (Retirement Plan Consulting annual fee)"
        ],
        "quotes": [
          "We offer Retirement Plan Consulting for an initial fee of $500 - $5,000 per plan, plus an annual fee of $150 - $1,500 per plan, based on the complexity"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 125.0,
          "max": 5000.0,
          "period": "monthly",
          "service": "investment management services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "Limited Financial Planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 150.0,
          "max": 1500.0,
          "period": "annual",
          "service": "Retirement Plan Consulting annual fee"
        }
      ]
    },
    "quotes": [
      "We do not have a minimum account size requirement.",
      "We offer investment management services for a flat monthly fee between $125 - $5,000 per month, based on the complexity of the client’s situation.",
      "We offer Tax Preparation Services for a flat fee of $500 - $5,000 per return, based on the complexity of the return and quality of recordkeeping.",
      "We offer Retirement Plan Consulting for an initial fee of $500 - $5,000 per plan, plus an annual fee of $150 - $1,500 per plan, based on the complexity"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/true-square-financial-llc-atlanta-ga-287997.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 1243160.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 58,
      "fewer_than_5": false,
      "raum": 173851691.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 680484.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1259622.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 1811939.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/287997",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}