Overview
Assets Under Management: $122 million
Headquarters: ROCKVILLE, MD
High-Net-Worth Clients: 41
Average Client Assets: $2.7 million
Frequently Asked Questions
CAPITAL SQUARED FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326861), CAPITAL SQUARED FINANCIAL LLC is subject to fiduciary duty under federal law.
CAPITAL SQUARED FINANCIAL LLC is headquartered in ROCKVILLE, MD.
CAPITAL SQUARED FINANCIAL LLC serves 41 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL SQUARED FINANCIAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
CAPITAL SQUARED FINANCIAL LLC manages $122 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, CAPITAL SQUARED FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.89%
Average Client Assets: $2.7 million
Total Client Accounts: 226
Discretionary Accounts: 226
Regulatory Filings
CRD Number: 326861
Filing ID: 1968698
Last Filing Date: 2025-03-28 17:33:00