Clinton
Martin

Capital Square, LLC

CRD#5287895
Investment Advisor
in Fairhope, AL

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About this Advisor

Clinton Martin is a certified financial planner who is based in Fairhope, Alabama. Currently a registered financial advisor at Capital Square, LLC, Martin has 13 years of work experience in the financial advisory industry. Martin has a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Martin is registered to serve investors in Alabama and Texas. During their career, the advisor has held roles at Edward Jones, Raymond James Financial Services, Insurance-Non Variable, Martin Consulting Group, LLC, Raymond James Financial Services Advisors, Inc, Www.Thecontitutionclub.Org, Cbm Group LLC, Guardian Life Insurance Co, American General Life Ins Co/Wnl/Sunamerica, Great Lakes And Atlantic Wealth Management and Capital Square, LLC. Capital Square, LLC is headquartered in Fairhope, Alabama, and operates out of four other locations throughout the country. In aggregate, Capital Square, LLC manages $262 million in assets across 521 client accounts and retains eight staff members. The firm's total assets under management makes it one of the mid-sized investment advisory firms in the United States. The firm manages 519 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisory firm's 521 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Capital Square, LLC can offer financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Fairhope, AL

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Capital Square, LLC Brokerage Details

Total Assets Under Management

$261,860,233

AL Average: $730,596,643
Total Number of Employees

8

AL Average: 15
Total Number of Accounts

521

AL Average: 968
Average Account Size

$502,611

AL Average: $754,749

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Clinton Martin Work History

Clinton has 13 years of experience.

2018 - Present (3 years)

Capital Square, LLC

2012 - Present (9 years)

Martin Consulting Group, LLC

2012 - Present (9 years)

American General Life Ins Co/Wnl/Sunamerica

2011 - Present (10 years)

Guardian Life Insurance Co

2007 - Present (14 years)

Insurance-Non Variable

2017 - 2018 (1 year)

Great Lakes And Atlantic Wealth Management

2011 - 2012 (1 year)

Www.Thecontitutionclub.Org

2011 - 2012 (1 year)

Cbm Group LLC

2010 - 2017 (7 years)

Raymond James Financial Services

2010 - 2017 (7 years)

Raymond James Financial Services Advisors, Inc

2007 - 2010 (3 years)

Edward Jones

Disclosures

Clinton Martin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Capital Square, LLC

Suzanne Burrell
Chattanooga, TN
Stacy Eaton
Gainesville, GA
Samuel Simpson
Waco, TX
Scott Simpson
Waco, TX
Kendell Adler
Waco, TX
Clinton Martin
Fairhope, AL
Notley Maddox
Chattanooga, TN
Jeffrey Shelton
Chattanooga, TN

This content was compiled from the SEC and FINRA.

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