# True Square Financial LLC

> 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.

- CRD: 287997
- Filed as: TRUE SQUARE FINANCIAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287997
- AdvisorCensus page: https://advisorcensus.com/firm/true-square-financial-llc-atlanta-ga-287997

## Quick answers

**How is True Square Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), True Square Financial LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**How much does True Square Financial LLC charge?**
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.

**Where is True Square Financial LLC located?**
True Square Financial LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is True Square Financial LLC registered with the SEC or a state?**
True Square Financial LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 287997.

**How much does True Square Financial LLC manage?**
True Square Financial LLC reports $178,846,896 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (95% discretionary).

**What types of clients does True Square Financial LLC serve?**
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).

**Which custodians does True Square Financial LLC use?**
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.

**Does True Square Financial 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/287997

**Does True Square Financial LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 27, 2026 says: "We do not have a minimum account size requirement."

**What changed in True Square Financial LLC's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 27, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

- Flat fee: $125 to $5,000 a month (investment management services)

> 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.

- Flat fee: $500 to $5,000 (Limited Financial Planning services)

> 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.

- Flat fee: $150 to $1,500 a year (Retirement Plan Consulting annual fee)

> 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

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $178,846,896
- Discretionary: $170,533,433
- Non-discretionary: $8,313,463

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,243,160 |
| High net worth individuals | 58 | $173,851,691 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $680,484 |
| Charitable organizations | Fewer than 5 | $1,259,622 |
| Corporations or other businesses not listed above | 9 | $1,811,939 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- truesquarefinancial.com
- LinkedIn @TRUE-SQUARE-FINANCIAL

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. True Square Financial LLC (CRD 287997): Form ADV filing data as of October 2026.