Park Square Financial Group LLC

Overview

Park Square Financial Group LLC is an SEC registered investment adviser based in Roswell, GA, registered since 2024. It reports $219M in assets under management across 706 accounts, with 5 employees. It has 5 investment adviser representatives.

Reported AUM

$219M

Discretionary

100%

Accounts

706

Average account

$31K

Employees

5

Advisory reps

5

Registered since

2024

Jurisdictions

12

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Donald Leonard Ruffin Chief Compliance Officer, Chief Executive Officer CRD 1594696
• Jerry Scott Swiney Chief Operating Officer CRD 4312698

Advisory reps 3 of 5

• Kaila Brooks Investment Adviser Rep CRD 7220056
• Gary Dewitt Burger Insurance Agent · Investment Adviser Rep CRD 1803341
• Donna Howard Gordon Investment Adviser Rep CRD 1469265

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

55 Park Square Ct Ste 103
Roswell, GA 30075

County

Fulton

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: parksquarefg.com

Every state, with registration dates

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