Richard Shelton has been an investment adviser representative at Capital Square since April 2025, 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.
- Capital Square, LLCCurrent– present · 1 yearChattanooga, TN · Adviser representative · Firm CRD 286098
Investment adviser representative registrations
Richard Shelton is registered as an investment adviser representative in Tennessee, since April 2025.
- TennesseeSince 28 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 April 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Richard Guy Shelton
- CRD
- 8074019
- Firm
- Capital Square · CRD 286098
- Office
- 2034 Hamilton Place Blvd., Suite 230, Chattanooga, TN 37421
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Richard Shelton work?
Richard Shelton is an investment adviser representative registered through Capital Square, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Richard Shelton a financial advisor?
Yes. Richard Shelton has a current investment-adviser registration in Tennessee, through Capital Square since April 2025.
How many years of experience does Richard Shelton have?
Richard Shelton has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has Richard Shelton passed?
Richard Shelton passed the Series 65 in April 2025.
Where is Richard Shelton based?
Richard Shelton’s registered office is in Chattanooga, TN.
Is Richard Shelton registered with FINRA?
No. Richard Shelton has no current broker registration.
How can I verify Richard Shelton’s record?
Search CRD 8074019 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Shelton’s full registration record.
