KSQ Financial Services LLC

Overview

KSQ Financial Services LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM charge with the option for hourly billing. KSQ is not positioned as a multi-state adviser or pension consultant, does not serve as a capital allocator, and does not identify as an active ESG investor. Advisory work centers on personalized planning and discretionary portfolio management rather than institutional or large-scale asset allocation mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives