Updated:
Capital Squared Financial
Capital Squared Financial LLC is an SEC-registered investment adviser in Rockville, MD, registered since 2024. The firm manages approximately $199 million in...
Capital Squared Financial
Capital Squared Financial LLC is an SEC-registered investment adviser in Rockville, MD, registered since 2024. The firm manages approximately $199 million in regulatory assets. It has 3 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Rockville
Corporate office
Boca Raton, FL, United States
Frequently asked questions
Is Capital Squared Financial registered as an investment adviser, and what does that imply?
Yes, Capital Squared Financial is registered with the U.S. Securities and Exchange Commission. SEC registration requires the firm to act as a fiduciary to its clients, adhere to compliance and record-keeping rules, and file Form ADV updates annually. Unlike a broker-dealer, an RIA must put client interests first, though the registration itself reveals minimal detail about the firm's investment strategy or client base when no marketing materials are public.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: