CAPITAL SQUARED FINANCIAL LLC
SEC Form ADV profile.
Total regulatory AUM
$198,700,000
Discretionary
$198,700,000
Non-discretionary
$0
Firm details
- CRD number
- 326861
- SEC file number
- 801-131530
- Main office
- ROCKVILLE, MD, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.csqfinancial.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.