TRUE SQUARE FINANCIAL LLC

Overview

True Square Financial LLC is an independent registered investment adviser that provides financial planning and portfolio management to high-net-worth individuals, families and institutional clients. The firm operates a fixed-fee model and runs largely discretionary portfolios: $170.5M of its $178.8M in client assets are managed on a discretionary basis. Investment activity is centered on publicly available pooled vehicles — primarily mutual funds and other public funds — supplemented by targeted allocations to third‑party real estate strategies for alternative exposure. Service lines listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. True Square Financial does not present itself as a capital allocator running proprietary funds; instead it sources external managers and funds to implement client strategies. The firm is not indicated as an active ESG investor and is not registered as a multi‑state adviser, which suggests a more regionally focused practice with a concentrated client base.

Assets & Accounts

Investments & Alternatives

Location & Offices