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Clinton David Martin

Clinton D. Martin

CAPITAL SQUARE
Fairhope, AL 36532
Some features on this profile are disabled
CRD#: 5287895
Clinton David Martin

Professional summary

Clinton David Martin, AIF®, CFP®, who also goes by Clint D. Martin, Clint Martin, is a registered financial advisor currently at CAPITAL SQUARE, LLC located in Fairhope, Alabama.

Clinton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Clinton has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Clint D. Martin | Clint Martin

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.
1. Town Square Consulting LLC--Not investment related; Fairhope, AL; Support Company; Sole Member; started 09/2012 (Formerly Martin Consulting Group, LLC0;0 hours monthly; 0 hours during trading hours. 2. Insurance sales/Sole Proprietor--Not investment related; Fairhope, AL; Sole Proprietor; started 10/2005; 10 hours monthly; 0 hours during normal trading hours. 3. Sea Fox Holdings LLC-Not investment related; Fairhope, AL; Set up to purchase commercial real estate; currently has one holdings; sole member; started 02/2018; 0 hours monthly; o hours during trading hours 4. Venner LLC - Not investment related; Sea Fox Holdings 50% owner; set up to purchase commercial real estate; started 2023; 0 hours monthly; 0 hours during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clinton David Martin'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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2013

Experience

Current

April 9, 2018 - Present

CAPITAL SQUARE, LLC

Office #1: 761 Middle St Suite A, Fairhope, AL 36532Office #2: 7 S. Bayview St Suite C, Fairhope, AL 36532
RIA
CRD#: 286098
Fairhope, AL
Past

October 2, 2017 - April 24, 2018

HAYDEN ROYAL

RIA
CRD#: 170037
Fairhope, AL
Past

December 8, 2010 - October 4, 2017

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
FAIRHOPE, AL
Past

December 6, 2010 - October 4, 2017

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
FAIRHOPE, AL
Past

September 14, 2007 - December 8, 2010

EDWARD JONES

RIA
CRD#: 250
FAIRHOPE, AL
Past

August 23, 2007 - December 8, 2010

EDWARD JONES

BD
CRD#: 250
FAIRHOPE, AL

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".
CS
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
Alabama
(4/9/2018)
IAR
Texas
(8/20/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/6/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/4/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/22/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 7/19/2016
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/26/2016
General Securities Sales Supervisor - Options Module Examination

Current Firm

CS
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
10

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts685
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.

Company Information

CAPITAL SQUARE, LLC

CRD#: 286098Fairhope, AL 36532

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