Lafayette Square Financial Advisors, Inc.

Overview

Lafayette Square Financial Advisors, Inc. is organized as a corporation and is a newly formed SEC-registered investment adviser (registration year: 2026). The firm is individually owned and positions itself to deliver financial planning and discretionary portfolio management for individuals and small businesses. Its listed advisory activities also include pension consulting services and the selection of other advisers, indicating a willingness to act as a manager-of-managers or to outsource specialty mandates on behalf of clients. The firm uses a mix of fee arrangements — percentage of AUM, hourly, fixed fees and other structures — which suggests flexibility in pricing for different client needs and engagements. Lafayette Square identifies itself as a capital allocator, but it does not list ESG investing among its practices and is not operating as a multistate adviser according to the available data.

Assets & Accounts