Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 56,885CFPs10,996 CFAs, 12,688 ChFCs
From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 10 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
10 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Kendell B. AdlerWaco, TX | Capital Square, LLC | Adviser only | CFP | Atlas | 2006 |
| 2Cody E. BurrellAthens, TN | Capital Square, LLC | Adviser only | – | Atlas | 2025 |
| 3Suzanne J. BurrellChattanooga, TN | Capital Square, LLC | Adviser only | CFP | Atlas | 2007 |
| 4Stacy W. EatonGainesville, GA | Capital Square, LLC | Adviser only | CFP | Atlas | 2003 |
| 5Notley S. MaddoxAthens, TN | Capital Square, LLC | Adviser only | – | Atlas | 2004 |
| 6Clinton D. MartinFairhope, AL | Capital Square, LLC | Adviser only | CFP | Atlas | 2007 |
| 7Mark P. MasseyLittle Rock, AR | Capital Square, LLC | Adviser only | – | Atlas | 2011 |
| 8Richard G. SheltonChattanooga, TN | Capital Square, LLC | Adviser only | – | Atlas | 2025 |
| 9Samuel D. SimpsonWaco, TX | Capital Square, LLC | Adviser only | CFP | Atlas | 1993 |
| 10John F. Wallace IVFairhope, AL | Capital Square, LLC | Adviser only | CFP | Atlas | 2018 |
From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.