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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PARK SQUARE FINANCIAL GROUP LLC

PARK SQUARE FINANCIAL GROUP, LLC, CRD 332268

ROSWELL, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5bda0abd-03f3-4ad6-6d67-c34cd14200ef

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Aug 15, 2024 to Apr 24, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $219MItem 5.F on the latest filing (2026-04-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $219M
Private client RAUM: $211MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $43.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 706
Individual clients: 359
High net worth clients: 45
SEC number: 801-131121
CRD: 332268
Filings on the tape: 16
First filed: Aug 15, 2024
Latest filed: Apr 24, 2026
Organised: Limited Liability Company, GA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Donald Leonard Ruffin	Certified Financial Planner	ROSWELL, GA	2	39	3	no
Jerry Scott Swiney	Certified Financial Planner	HOOVER, AL \| ROSWELL, GA	2	25	5	no
Kaila Brooks	n/a	ROSWELL, GA	1	13	1	no
GARY DEWITT BURGER	Certified Financial Planner	Buford, GA \| ROSWELL, GA	1	38	3	no
DONNA HOWARD GORDON	Certified Financial Planner	Birmingham, AL \| ROSWELL, GA	0	34	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
1952 FINANCIAL MANAGEMENT CORPORATION	MANAGING MEMBER	D	yes	07/2009	Aug 15, 2024	Nov 8, 2024
JSS FINANCIAL LLC	MANAGING MEMBER	D	yes	01/2017	Aug 15, 2024	Nov 8, 2024
Ruffin, Donald, Leonard	MANAGING MEMBER	E	yes	07/2009	Aug 15, 2024	Nov 8, 2024
Ruffin, Donald, Leonard	CCO, CEO	Na	yes	08/2024	Aug 15, 2024	Nov 8, 2024
Swiney, Jerry, Scott	MANAGING MEMBER	E	yes	01/2017	Aug 15, 2024	Nov 8, 2024
Swiney, Jerry, Scott	Coo	Na	yes	08/2024	Aug 15, 2024	Nov 8, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Hoover	Al	United States	1	no
Buford	Ga	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 24, 2026	$219M	$219M	5	4	3	n/a	n/a
2024	Mar 19, 2025	$208M	$207M	8	6	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	5	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$219M	$208M	5.0%	n/a	n/a	5	8	3	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CSENGE ADVISORY GROUP, LLC	2	Sep 18, 2024	Oct 1, 2024	CLEARWATER, FL	Team lift out	RIA to new firm	2.9%

Relationships

Registered with (5)

← DONNA HOWARD GORDONAdvisorregistration: current employment
Feb 6, 2026 to presentfactForm ADV
← GARY DEWITT BURGERAdvisorregistration: current employment
Oct 11, 2024 to presentfactForm ADV
← Kaila BrooksAdvisorregistration: current employment
Oct 1, 2024 to presentfactForm ADV
← Donald Leonard RuffinAdvisorregistration: current employment
Sep 16, 2024 to presentfactForm ADV
← Jerry Scott SwineyAdvisorregistration: current employment
Sep 16, 2024 to presentfactForm ADV

Controls (4)

← Ruffin, Donald, LeonardOwnerMANAGING MEMBER, ownership code E, individual
Aug 15, 2024 to Nov 8, 2024factForm ADV
← Swiney, Jerry, ScottOwnerMANAGING MEMBER, ownership code E, individual
Aug 15, 2024 to Nov 8, 2024factForm ADV
← 1952 FINANCIAL MANAGEMENT CORPORATIONOwnerMANAGING MEMBER, ownership code D, domestic entity
Aug 15, 2024 to Nov 8, 2024factForm ADV
← JSS FINANCIAL LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Aug 15, 2024 to Nov 8, 2024factForm ADV

Moved with (1)

← CSENGE ADVISORY GROUP, LLCRegistered adviser2 advisors, team lift out, same day
Sep 18, 2024 to Oct 1, 2024factForm ADV

Dated events

Occurred
Feb 19, 2025
Regulatory AUM changed
Park Square Financial Group Llc reported RAUM $208.2M, up 93% from $107.8M (2024-11-08 to 2025-02-19)
Form ADVobserved 6 days ago
$100M
Occurred
Sep 18, 2024
Team lift-out
2 advisors left Csenge Advisory Group, LLC (Clearwater, FL) for Park Square Financial Group LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Aug 15, 2024
First Form ADV filing
Park Square Financial Group Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5bda0abd-03f3-4ad6-6d67-c34cd14200ef
First observed: Aug 15, 2024
Last observed: Apr 24, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PARK SQUARE FINANCIAL GROUP LLC

PARK SQUARE FINANCIAL GROUP, LLC, CRD 332268

ROSWELL, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5bda0abd-03f3-4ad6-6d67-c34cd14200ef

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:56 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Donald Leonard Ruffin

Certified Financial Planner

ROSWELL, GA

Jerry Scott Swiney

Certified Financial Planner

HOOVER, AL | ROSWELL, GA

Kaila Brooks

n/a

ROSWELL, GA

GARY DEWITT BURGER

Certified Financial Planner

Buford, GA | ROSWELL, GA

DONNA HOWARD GORDON

Certified Financial Planner

Birmingham, AL | ROSWELL, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

1952 FINANCIAL MANAGEMENT CORPORATION

MANAGING MEMBER

yes

07/2009

Aug 15, 2024

Nov 8, 2024

JSS FINANCIAL LLC

MANAGING MEMBER

yes

01/2017

Aug 15, 2024

Nov 8, 2024

Ruffin, Donald, Leonard

MANAGING MEMBER

yes

07/2009

Aug 15, 2024

Nov 8, 2024

Ruffin, Donald, Leonard

CCO, CEO

yes

08/2024

Aug 15, 2024

Nov 8, 2024

Swiney, Jerry, Scott

MANAGING MEMBER

yes

01/2017

Aug 15, 2024

Nov 8, 2024

Swiney, Jerry, Scott

Coo

yes

08/2024

Aug 15, 2024

Nov 8, 2024

City

State

Country

Employees

Also broker-dealer

Hoover

United States

Buford

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 24, 2026

$219M

n/a

2024

Mar 19, 2025

$208M

$207M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$219M

$208M

5.0%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CSENGE ADVISORY GROUP, LLC

Sep 18, 2024

Oct 1, 2024

CLEARWATER, FL

Team lift out

RIA to new firm

2.9%