Capital Squared Financial LLC

RIASEC Registered

Total AUM

$199M

Discretionary

$199M

100% of AUM

Avg account

$712K

Accounts

279

Employees

3

Advisory reps

2

Firm details

Headquarters: Rockville, Maryland
CRD number: 326861
Registered since: November 27, 2024
Website: www.csqfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals92.27%
HNWI7.51%
Charitable Organizations0.22%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Capital Squared Financial LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM billing with fixed fees. The firm reports active ESG investment practices and is owner-operated (individual owner). It does not present itself as a capital allocator and is not reported as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds76%
Exchange Traded Equities14%
Other6%
US Government Bonds4%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 71

Active vs passive

$143M in ETFs

Passive

91%

$130M

Active

4%

$12.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)	Schwab	Passive	Large Growth	$11.6M	322,908	8.14%

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Primary office

Rockville, MD

Montgomery

Location

Rockville, MD

Headquartered in Rockville, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Montgomery
Address: 1451 Rockville Pike
Time zone: ET (UTC-5)
Office locations

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