# True Square Financial LLC: new SEC registration, $179M AUM, Atlanta, GA

**Score:** 45/100

| 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 |

## Why this score
- $179M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/287997). Last refreshed: 2026-10-28T20:49:58.746Z.
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.