Clinton David Martin
Investment adviser representative at Capital Square, LLC
19 yearsExperience
2 statesRegistered 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
19 years in the industry.
- Capital Square, LLCApr 2018 to now
- Insurance-non VariableJul 2007 to now
- Great Lakes and Atlantic Wealth ManagementSep 2017 to Apr 2018
- Raymond James Financial ServicesDec 2010 to Sep 2017
- Raymond James Financial Services Advisors, IncDec 2010 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
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
- 5287895
- Firm CRD
- 286098