Kendell
Adler
Capital Square, LLC
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About this Advisor
Kendell Adler is a financial advisor based in Waco, Texas, working with Capital Square, LLC. Kendell has previously held positions at Stancorp Equities, Inc, Stancorp Investment Advisers, Inc, Standard Retirement Services, Inc, and Capital Square, LLC. Kendell has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Kendell is part of Capital Square, LLC, which operates out of Waco, Texas. The firm has 5 offices and 9 employees. The firm manages assets totaling $301.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Capital Square, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Square, LLC Brokerage Details
$301,855,262
9
597
$505,620
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Kendell Adler Work History
Capital Square, LLC
Standard Retirement Services, Inc
Stancorp Equities, Inc
Stancorp Investment Advisers, Inc
Disclosures
Please visit the SEC profile of Kendell Adler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Square, LLC
Athens, TN
Athens, TN
Chattanooga, TN
Gainesville, GA
Little Rock, AR
Waco, TX
Waco, TX
Fairhope, AL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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