# Capital Squared Financial

Capital Squared Financial is an Asset Manager based in Rockville, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Rockville, United States
- **Region:** North America
- **Address:** Boca Raton, FL, United States
- **Assets under management:** Undisclosed
- **Website:** capitalsquaredfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/squaredfinancial-eu

## Regulatory record

- **CRD number:** 326861
- **SEC file number:** 801-131530
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326861

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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