Stacy Eaton has been Member, Corporate Secretary of Capital Square since January 2017, is a control person of the firm and directly owns between 25% and 50% of it. Stacy Eaton holds a Bachelor of Business Administration in Risk Management and Insurance from the University of Georgia.
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.
Stacy Eaton is Founding Partner and Financial Advisor of Capital Square, LLC. She provides consulting services to families, individuals, business owners and retirement plans, including asset management, advisory services, and retirement, estate and financial planning. She began her career with Kidder, Peabody & Co. in 1993 and, before Capital Square, was a Partner with Bellwether Investment Group, LLC and a Vice-President with Morgan Stanley.
Stacy Eaton’s longest registration is the current one, 9 years at Capital Square since 2017. Before joining Capital Square in 2017, Stacy Eaton was registered through Bellwether Investment Group, LLC and Morgan Stanley Smith Barney LLC.
- Capital Square, LLCCurrent– present · 9 yearsGainesville, GA · Adviser representative · Firm CRD 286098
- Bellwether Investment Group, LLC– · 5 yearsGainsville, GA · Adviser representative · Firm CRD 148114
- Morgan Stanley Smith Barney LLC– · 1 yearDuluth, GA · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · under a yearAthens, GA · Adviser representative · Firm CRD 7059
- UBS Financial Services Inc.– · 6 yearsAlpharetta, GA · Adviser representative · Firm CRD 8174
Professional designations
Listed by Capital Square
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Stacy Eaton is registered as an investment adviser representative in Georgia, since January 2017.
- GeorgiaSince 9 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 5 August 1993 |
| Series 7 | General Securities Representative Examination | 2 August 1993 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stacy Womble Eaton
- CRD
- 2368176
- Firm
- Capital Square · CRD 286098
- Role
- Member, Corporate Secretary
- Office
- 631 Spring St, Gainesville, GA 30501
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- capitalsquare.biz
Where does Stacy Eaton work?
Stacy Eaton has been Member, Corporate Secretary of Capital Square, LLC since January 2017, and is a control person of the firm.
Is Stacy Eaton a financial advisor?
Yes. Stacy Eaton has a current investment-adviser registration in Georgia, through Capital Square since January 2017.
How many years of experience does Stacy Eaton have?
Stacy Eaton has 23 years in the financial industry, since May 2003, across 5 adviser firms.
What exams has Stacy Eaton passed?
Stacy Eaton has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 1993.
Where did Stacy Eaton work before Capital Square?
Before Capital Square, Stacy Eaton was registered through Bellwether Investment Group, LLC, June 2011 to January 2017; Morgan Stanley Smith Barney LLC, June 2009 to March 2011; Citigroup Global Markets Inc., March 2009 to June 2009; UBS Financial Services Inc., February 2003 to April 2009.
Where is Stacy Eaton based?
Stacy Eaton’s registered office is in Gainesville, GA.
Is Stacy Eaton registered with FINRA?
No. Stacy Eaton has no current broker registration.
Is Stacy Eaton a CFP?
Capital Square lists Stacy Eaton with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Stacy Eaton’s record?
Search CRD 2368176 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stacy Eaton’s full registration record.
