Capital Squared Financial LLC

RIASEC RegisteredEst. 2024

Total AUM

$199M

Discretionary

$199M

100% of AUM

Avg account

$712K

Accounts

279

Employees

Advisory reps

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 that provides financial planning and discretionary portfolio management focused on individuals, families and small businesses. The firm is structured as an LLC, is owned by an individual, and became SEC-registered in 2024. Its client base is predominantly individual and family households and it charges a mix of percentage-of-AUM and fixed fees. The firm reports being an active ESG investor and is not positioned as a capital allocator in the sense of seeding or running multi-manager programs; instead it implements portfolios directly for clients. Advisory services center on financial planning and portfolio management for individuals and small business owners rather than institutional pension consulting or related-adviser activity.