Kendell Adler has been an investment adviser representative at Capital Square since April 2020, and is not listed among the firm’s executive officers or direct owners.
Capital Square, LLC is an Athens, TN firm with $450M under management, 715 clients and 11 advisers across 7 offices, as of its August 2026 filing.
Kendell Adler’s longest registration was 10 years at Stancorp Investment Advisers, Inc. (2009–2019). Before joining Capital Square in 2020, Kendell Adler was registered through Stancorp Investment Advisers, Inc. and Citigroup Global Markets Inc.
- Stancorp Investment Advisers, Inc.– · 10 yearsCincinnati, OH · Adviser representative · Firm CRD 110228
- Citigroup Global Markets Inc.– · 2 yearsFT. Worth, TX · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Kendell Adler is registered as an investment adviser representative in Texas, as a resident of Texas, since April 2020.
- TexasResidentSince 20 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 24 August 2018 |
| Series 65 | Uniform Investment Adviser Law Examination | 12 September 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 October 2002 |
| Series 7 | General Securities Representative Examination | 14 October 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kendell Bolen Adler
- CRD
- 4592220
- Firm
- Capital Square · CRD 286098
- Office
- 5006 Lakeland Circle, Waco, TX 76701
- Registration
- Investment adviser registration
- In the industry since
- June 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Kendell Adler work?
Kendell Adler is an investment adviser representative registered through Capital Square, LLC since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is Kendell Adler a financial advisor?
Yes. Kendell Adler has a current investment-adviser registration in Texas, through Capital Square since April 2020.
How many years of experience does Kendell Adler have?
Kendell Adler has 21 years in the financial industry, since June 2005, across 3 adviser firms.
What exams has Kendell Adler passed?
Kendell Adler has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 26. The earliest, the Series 7, was passed in October 2002. FINRA credited Kendell Adler with the SIE, which began in October 2018.
Where did Kendell Adler work before Capital Square?
Before Capital Square, Kendell Adler was registered through Stancorp Investment Advisers, Inc., May 2009 to December 2019; Citigroup Global Markets Inc., September 2006 to January 2009.
Where is Kendell Adler based?
Kendell Adler’s registered office is in Waco, TX.
Is Kendell Adler registered with FINRA?
No. Kendell Adler has no current broker registration.
How can I verify Kendell Adler’s record?
Search CRD 4592220 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kendell Adler’s full registration record.
