ROCKVILLE, MDCRD 326861Latest ADV February 10, 2026
Capital Squared Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rockville, MD. Its latest Form ADV filing, dated February 10, 2026, reports $199M in regulatory assets under management, 3 employees, and 279 accounts.
Assets Under Management
$199M
Employees
3
Offices
--
Total Clients
87
Primary office
ROCKVILLE, MD
1451 ROCKVILLE PIKE, SUITE 250, ROCKVILLE, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.9% of total clients.
Top client categories% of clientsClients
1
HNWI
60.9%
53
2
Individuals
39.1%
34
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$199Mas of February 10, 2026
Discretionary100.0%
$199M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$199M
Total Accounts279
10Y AUM Change+$90M (+83.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee29:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.