CAPITAL SQUARED FINANCIAL LLC
Firm details
- Headquarters
- ROCKVILLE, Maryland
- CRD number
- 326861
- Registered since
- November 27, 2024
- Website
- www.csqfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals92.27%
- HNWI7.51%
- Charitable Organizations0.22%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Capital Squared Financial LLC is an independent, SEC-registered advisory firm (registered in 2024) that serves individual and family clients. The firm is structured as an LLC with individual ownership and combines fee models that include a percentage of assets under management and fixed fees. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The firm identifies itself as an active ESG investor and is not structured as a multi-state or related adviser. Capital Squared positions itself as a discretionary manager for client portfolios, relying heavily on pooled and public funds for core exposure while integrating targeted external managers for specific alternative exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities14%
- Other6%
- US Government Bonds4%
Owners & executives
1 of 1Asitha De Silva
Managing Member And Chief Compliance OfficerCRD 7197507
Contacts
1 of 1ALEKSANDR SELEZNEV
FounderCRD 5716633
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$119M in ETFs
92%
$110M
4%
$9.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP VALUE ETF (SCHV) | Schwab | Passive | Large Value | $9.8M | 322,600 | 8.24% |
Location
ROCKVILLE, MD
MONTGOMERY
Location
ROCKVILLE, MD
Headquartered in ROCKVILLE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- MONTGOMERY
- Address
- 1451 Rockville Pike
- Time zone
- ET (UTC-5)
- Office locations
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