Waco, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Capital Square, LLC
Team
Firm-wide stats for Capital Square, LLC
About
Capital Square, LLC advises individuals, trusts, businesses, non-profits, foundations, and endowments, providing financial planning, retirement planning, and both discretionary and non‑discretionary portfolio management. The firm manages approximately $449 million in client assets and typically bills clients on an assets‑under‑management basis.
The firm tailors relationships through in‑depth client interviews to establish goals and risk tolerances, then constructs core asset allocations across mutual funds, exchange‑traded funds, individual equities and fixed income; margin and options strategies may be used when consistent with client objectives. Capital Square conducts ongoing oversight with formal reviews generally performed quarterly and may select third‑party managers for larger or more specialized equity and fixed‑income mandates.
Distinctive features include that some investment adviser representatives are appointed with multiple insurance carriers and may implement insurance solutions for clients, receiving separate compensation for those transactions while generally spending less than ten percent of their time on insurance sales. The firm also states it has no required minimum account value to open or maintain an advisory agreement, a practice that differs from many multi‑team peers.
Based on Capital Square, LLC
Location
5006 Lakeland Circle, Suite 101
Waco TX 76710
Advisors at this office
2
Advisors at this office
Kendell A
CFP®, Series 63, Series 65
Waco, TX
Capital Square, LLC
Kendell Adler is a Certified Financial Planner® with 20 years of industry experience. He has worked at Capital Square, LLC since 2020 and previously held roles at Standard Retirement Services, Inc., Stancorp Investment Advisers, Inc., and StanCorp Equities, Inc. He holds Series 63 and Series 65 licenses. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and portfolio management services, managing approximately $393 million in client assets as of December 2024, with portfolios tailored through diversified asset allocation and reviewed quarterly.
Samuel S
CFP®, Series 63, Series 65
Waco, TX
Capital Square, LLC
Samuel Simpson is a CFP® with 32 years of industry experience, currently serving as an advisor at Capital Square, LLC since 2017. He previously worked at Bellwether Investment Group, LLC d/b/a Wellspring Advisors, LLC from 2015 to 2017. Outside of his advisory role, he manages a personal real estate business focused on acquisition, development, leasing, and sale of properties. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and portfolio management services tailored to client objectives, managing approximately $393 million in client assets as of December 2024.
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