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Stacy Womble Eaton

Investment adviser representative at Capital Square, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$449.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

15 years in the industry.

  1. Capital Square, LLCJan 2017 to now
  2. Bellwether Investment Group, LLCFeb 2011 to Jan 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993

State registrations

Registered as an investment adviser representative in 1 state (GA).

Capital Square, LLC

$449.9MAssets managed
715Clients
11Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2368176
Firm CRD
286098
Advisor's SEC record (opens in a new tab)
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