Profile
Mr. Notley S.
Maddox is a Founding Partner, Chief Compliance Officer & Portfolio Manager at Capital Square LLC.
He is serving as President of the firm.
He currently prefers to build investment portfolios for clients, small business owners, and institutions with investment assets in excess of $2 million by providing them with customized investment plans, recommendations, and services.
Mr. Maddox started his career in financial services and investments with Merrill Lynch in 1991, then continued with AmSouth Investment Services, Inc. through 1998.
He became the Branch Manager and Registered Principal for Raymond James Financial Services, Inc., after joining that firm in 1998 and continuing through 2008.
Forming Bellwether Investment Group, LLC, with his partners in 2008, he has accumulated over 29 years in the industry.
Sandy, a nickname his father and mother are responsible for, is extremely involved in his community.
As an active member of the Kiwanis Club of Brainerd–Chattanooga since 2001, he has served in many leadership roles including President, Board Member, and as Lt.
Governor for KY–TN District Division 3 for the 2013–2014 term.
He currently serves as the Fund Raising Chairman and Board Member.
In addition, he serves on the Board of the Cherokee Council of the Boy Scouts of America which includes Chairman of the Investment Committee.
He received his undergraduate degree from the University of Tennessee and an MBA from the University of Tennessee.
Sandy Maddox active positions
Companies | Position | Start |
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Capital Square LLC
Capital Square LLC Investment ManagersFinance Capital Square LLC is an independent registered investment advisor and wealth management firm headquartered in Chattanooga, Tennessee. The firm was founded by Notley “Sandy” Maddox in 2017. Capital Square provides investment advice to individuals, trusts, and estates. | Founder | 2017-01-08 |
Former positions of Sandy Maddox
Companies | Position | End |
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Bellwether Investment Group LLC
Bellwether Investment Group LLC Investment ManagersFinance Bellwether Investment Group LLC (Bellwether) is an independent SEC-registered asset management firm headquartered in Hixson, Tennessee. The firm was founded in 2008 by John Lindsey, Connie West, and Martin Summitt. Bellwether provides investment advice to individuals, businesses, trusts, and estates. | Founder | 2016-12-31 |
Training of Sandy Maddox
University of Tennessee | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Bellwether Investment Group LLC
Bellwether Investment Group LLC Investment ManagersFinance Bellwether Investment Group LLC (Bellwether) is an independent SEC-registered asset management firm headquartered in Hixson, Tennessee. The firm was founded in 2008 by John Lindsey, Connie West, and Martin Summitt. Bellwether provides investment advice to individuals, businesses, trusts, and estates. | Finance |
Capital Square LLC
Capital Square LLC Investment ManagersFinance Capital Square LLC is an independent registered investment advisor and wealth management firm headquartered in Chattanooga, Tennessee. The firm was founded by Notley “Sandy” Maddox in 2017. Capital Square provides investment advice to individuals, trusts, and estates. | Finance |
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