Jeffrey G. Shelton

CAPITAL SQUARE

Athens, TN 37303

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CRD#: 4061743

Professional summary

Jeffrey Guy Shelton, who also goes by Jeff Shelton, is a registered financial advisor currently at CAPITAL SQUARE, LLC located in Athens, Tennessee.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Shelton

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.

Jeff G. Shelton 4185 Barnsley Loop Ooltewah, TN 37363 Insurance Agent since 1997 Life Insurand and fixed annuity production incidental time given to this business Primarily maturing existing business on books looking to maintain tax deferral by rolling contract or maintaining existing contract.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Guy Shelton'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®

None

Experience

Current

January 10, 2017 - Present

CAPITAL SQUARE, LLC

Office #1: 1 West College St Suite 4, Athens, TN 37303

RIA

CRD#: 286098

Athens, TN

Past

April 2, 2015 - January 3, 2017

BELLWETHER INVESTMENT GROUP, LLC

RIA

CRD#: 148114

CHATTANOOGA, TN

Past

May 1, 2007 - February 25, 2015

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

CHATTANOOGA, TN

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
(11/23/2021)

IAR

Tennessee
(1/10/2017)

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

IAR

Series 65

Date: 3/29/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/31/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/25/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/19/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/30/2007

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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Firm Stability Insights

Jeffrey G. Shelton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Guy Shelton's CRS (Customer Relationship Summary).

Certified licenses

Experience

BELLWETHER INVESTMENT GROUP, LLC

GROVE POINT INVESTMENTS, LLC

Primary Firm SEC Registration

CAPITAL SQUARE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/29/2015

Series 63

Date: 5/31/2007

SIE

Date: 2/25/2015

Series 31

Date: 12/19/2008

Series 7

Date: 4/30/2007

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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