LP Profile

Capital Squared Financial

Also known as capital squared financial

Wealth ManagerRockville, United StatesFounded 2022
Rockville
Headquarters
Investment Focus

About Capital Squared Financial

Capital Squared Financial is a wealth manager based in Rockville, US. Founded in 2022.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Capital Squared Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$198.7M
Total Clients
279
Filing Date
February 10, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Capital Squared Financial?

Capital Squared Financial is a wealth manager based in Rockville, United States.

Where is Capital Squared Financial headquartered?

Capital Squared Financial is headquartered in Rockville, United States.

When was Capital Squared Financial founded?

Capital Squared Financial was founded in 2022.

How can I contact Capital Squared Financial?

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