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Capital Squared Financial LLC

Headquartered in ROCKVILLE, MD

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Firm Information

Capital Squared Financial LLC is an investment advisor with approximately $108.60 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and charitable organizations. They have 56 total accounts with 56 discretionary accounts. The firm has 2 investment advisor representatives.

Capital Squared Financial LLC

$108.60M

Assets Under Management

12

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CAPITAL SQUARED FINANCIAL LLC has a total of 1 branch locations across the country.
location

ROCKVILLE, MD

Advisors at Capital Squared Financial LLC

View All 1 Advisors
Unclaimed
Aleksandr S Seleznev

CFP®, RA

ROCKVILLE, MD

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Asitha Sanjeeva De silva

CFA®, RA

ALEXANDRIA, VA

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Disclosures

There are no public disclosures for Capital Squared Financial LLC.

Frequently Asked Questions (7)

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