Stacy W. Eaton

CAPITAL SQUARE

Gainesville, GA 30501

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CRD#: 2368176

Professional summary

Stacy Womble Eaton, CFP®, who also goes by Stacy Carleen Eaton, Stacy W. Eaton, Stacy Carleen Womble, is a registered financial advisor currently at CAPITAL SQUARE, LLC located in Gainesville, Georgia.

Stacy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Stacy has worked at 6 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stacy Carleen Eaton | Stacy W. Eaton | Stacy Carleen Womble

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacy Womble Eaton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

January 9, 2017 - Present

CAPITAL SQUARE, LLC

Office #1: 631 Spring St, Gainesville, GA 30501

RIA

CRD#: 286098

Gainesville, GA

Past

June 7, 2011 - January 3, 2017

BELLWETHER INVESTMENT GROUP, LLC

RIA

CRD#: 148114

GAINSVILLE, GA

Past

June 1, 2009 - March 3, 2011

MORGAN STANLEY

RIA

CRD#: 149777

DULUTH, GA

Past

June 1, 2009 - March 3, 2011

MORGAN STANLEY

CRD#: 149777

DULUTH, GA

Past

March 31, 2009 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

ATHENS, GA

Past

March 30, 2009 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

ATHENS, GA

Past

February 7, 2003 - April 15, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ALPHARETTA, GA

Past

January 28, 1995 - April 15, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ATLANTA, GA

Past

August 3, 1993 - January 28, 1995

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAPITAL SQUARE, LLC

CAPITAL SQUARE, LLC | WELLSPRING ADVISORS, LLC | TOWN SQUARE CONSULTING, LLC

CRD#: 286098 / SEC#: 801-108796

RIA

Registered Investment Advisory firm - (12/16/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(1/9/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/5/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/2/1993

General Securities Representative Examination

Current Firm

CAPITAL SQUARE, LLC

CAPITAL SQUARE, LLC | WELLSPRING ADVISORS, LLC | TOWN SQUARE CONSULTING, LLC

CRD#: 286098 / SEC#: 801-108796

RIA

Registered Investment Advisory firm - (12/16/2016 Approved)

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Contact information

Main Address

1 West College St Suite 4, Athens, TN 37303

Mailing Address

Phone number

(423) 877-6708

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 2025 (3/10/2025)

Regulatory assets under management

Total Number of Accounts	685
AUM (Assets Under Management)	$ 393,648,522

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Stacy W. Eaton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacy Womble Eaton's CRS (Customer Relationship Summary).

Certified licenses

Experience

BELLWETHER INVESTMENT GROUP, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

KIDDER, PEABODY & CO. INCORPORATED

Primary Firm SEC Registration

CAPITAL SQUARE, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/5/1993

Series 7

Date: 8/2/1993

Current Firm

CAPITAL SQUARE, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL SQUARE, LLC

TRUST BUT VERIFY

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