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| Capital Squared Financial LLC
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|---|---|
| CRD # | 326861 |
| SEC # | 801-131530 |
| CIK # | 0002128691 |
| AUM | 198.7 M (2026-02-10) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 240-600-1678 |
| Address | 1451 Rockville Pike Rockville, MD 20852 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.7 | ||
| Nvidia Corp | 2.7 | ||
| Microsoft Corp | 1.9 | ||
| Bank of America Corp /DE/ | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 183.3 |
| (b) Individuals (high net worth individuals) | 53 | 14.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 279 | 198.7 |
| By Discretionary | ||
| Discretionary | 279 | 198.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 279 | 198.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 198.7 | |
| Total | 279 | 198.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002128691] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 34 |
| Serves | Retail |
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|---|---|---|
|
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|
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|
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|
Boardwalk Financial Strategies LLC
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