# True Square Financial

True Square Financial is a RIA based in Atlanta.

## Overview

- **Organization type:** RIA
- **Headquarters:** Atlanta
- **Assets under management:** Undisclosed
- **Website:** https://truesquarefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/true-square-financial

## Regulatory record

- **CRD number:** 287997
- **SEC file number:** 801-135426
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287997

## About

TRUE SQUARE FINANCIAL LLC is an SEC-registered investment adviser in Atlanta, GA, registered since 2026. The firm manages $179 million in assets, with $171 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Where is True Square Financial located?

No office address or jurisdiction of organization is publicly available. Some single-family offices domicile in Delaware or South Dakota for corporate law and trust benefits, but no primary-source confirmation exists for True Square Financial's physical or legal location.

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Last updated: 2026-07-08T23:47:56.570Z

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