SEC Form ADV

CAPITAL SQUARED FINANCIAL LLC

Registered Investment AdviserMD
$198.7M
Assets Under Management
34
Total Clients
3
Employees
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Registration Details

Accession
crd-326861
Location
ROCKVILLE, MD
Filing Date
February 10, 2026
AUM
$198.7M
Total Clients
34
Employees
3
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

CAPITAL SQUARED FINANCIAL LLC is a registered investment adviser headquartered in ROCKVILLE, MD, managing approximately $198.7M in assets across 34 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.