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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Park Square Financial Group have?","answer":"Park Square Financial Group has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Park Square Financial Group invest in?","answer":"At the end of its last fiscal year, Park Square Financial Group’s separately managed accounts held 43% registered funds (mutual funds, ETFs, BDCs), 37% exchange-traded equities, 14% cash and equivalents, 4% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Park Square Financial Group have a minimum investment?","answer":"Yes, Park Square Financial Group’s minimum account size for its Wrap Fee Program is $250K.","source":"PART 2A BROCHURE, filed 15 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Park Square Financial Group?","answer":"Park Square Financial Group is owned through holding companies by Jerry Swiney and Donald Ruffin. Its direct owners are 1952 Financial Management (50% to 75%), JSS Financial LLC (50% to 75%) and 1952 Financial Management Corporation (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Park Square Financial Group get paid?","answer":"Park Square Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Park Square Financial Group?","answer":"Park Square Financial Group’s main office is at 55 Park Square, Ste 103, Roswell, GA 30075. Its phone number is 770-641-1401. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}