Square Peg Financial Advisory Services, LLC

Overview

Square Peg Financial Advisory Services, LLC is a small, independent registered investment adviser organized as a limited liability company and run by an individual owner. The firm serves individuals and families with a mix of financial planning and discretionary portfolio management aimed at smaller client relationships and small-business owners. Its advisory services include selection of other advisers and educational workshops, signaling a consultative approach that blends direct investment management with third-party manager selection when appropriate. Investment activity tilts toward equities: filings show a clear preference for exchange-traded instruments as the primary allocation. The firm is a capital allocator that uses external managers for certain alternative exposure and supplements core portfolios with packaged products such as annuities. Square Peg is not positioned as an ESG-focused or multi-state adviser and does not list pension consulting or related-adviser services.

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