True Square Financial LLC: new SEC registration, $179M AUM, Atlanta, GA
True Square Financial LLC (Atlanta, Georgia): new SEC registration, $179M AUM, Atlanta, GA. Its amount of 179 is above the median of 134 (64th percentile). Dated 247 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 179 · 64th percentile of 1,149 NewRiaPulse records · 1.3x the median
Free preview: all 11 published fields of this record are shown below. Locked: 24 related GA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | True Square Financial LLC |
| Legal name | True Square Financial LLC |
| CRD | 287997 |
| Status | Approved |
| Registered with the SEC | 2026-03-02 |
| Latest Form ADV filing | 2026-01-27 |
| Location | Atlanta, GA, United States |
| Regulatory AUM | $178,846,896 |
| Accounts | 330 |
| Employees | 1 |
| Website | HTTP://TRUESQUAREFINANCIAL.COM |
| amount percentile | 64th of 1,149 (median 134, 1.3x median) |
| Peer records CSV (25 GA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-02
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: True Square Financial LLC and 25 Georgia peers
- Georgia NewRiaPulse records like this one: 25
- True Square Financial LLC's amount: 64th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Georgia peer: $5,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $179M under management.
- Website on file.
What is the NewRiaPulse record for True Square Financial LLC in Atlanta, Georgia?
True Square Financial LLC received SEC registration as an investment adviser (2026-03-02) with $178,846,896 in regulatory assets under management, based in Atlanta, GA.
How does True Square Financial LLC compare to other Georgia NewRiaPulse records?
Its amount of 179 sits in the upper half (64th percentile) of 1,149 records; the median is 134. It is 247 days old; check the official source for later updates before acting.
True Square Financial LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| True Square Financial LLC | Atlanta, GA | 179 | 64th | 2026-03-02 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Georgia NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.