PI Square Capital, LLC

Overview

PI Square Capital, LLC is a small, client-focused advisory firm that combines portfolio management for individuals and small businesses with insurance brokerage services. Its investment approach emphasizes exchange-traded equities and ETFs, favoring liquid, market-listed securities that support active management and tactical adjustments. Filings show the firm manages assets on a discretionary basis and charges clients a percentage of assets under management, suggesting a buy-and-manage fee model rather than commission-driven product sales. The firm’s client base is concentrated among individual and family accounts. PI Square Capital does not present itself as an ESG investor, pension consultant, multi-state adviser, or capital allocator. The advisory offering appears tailored to a limited number of higher-value relationships rather than a broad retail footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices