TRUE SQUARE FINANCIAL LLC

CRD 287997File 801-135426

APPROVED

Retail clients

Filing as of Jan 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$178.8M

Bottom 25% of cohort (national)

Discretionary AUM

$170.5M

Non-discretionary $8.3M

Clients

330 accounts

Employees

Bottom 25% of cohort in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Mar 2, 2026
Principal office: 1355 PEACHTREE ST NE, SUITE 1150, ATLANTA, GA, 30309
Phone: 404-975-2720
Website: HTTP://TRUESQUAREFINANCIAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $178.8M
Discretionary AUM: $170.5M
Non-discretionary AUM: $8.3M
Discretionary accounts: 327
Non-discretionary accounts: 3
Total accounts: 330
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$1.8M
Charitable organizations	Fewer than 5	$1.3M
High net worth individuals	58	$173.9M
Pension and profit sharing plans	Fewer than 5	$680K
Individuals (other than high net worth individuals)	6	$1.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.