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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Squared Financial LLC
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|---|---|
| CRD # | 326861 |
| SEC # | 801-131530 |
| CIK # | |
| AUM | $122.1 M (2025-03-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 240-600-1678 |
| Address | 1451 Rockville Pike Rockville, MD 20852 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 12.2 |
| (b) Individuals (high net worth individuals) | 41 | 109.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 226 | 122.1 |
| By Discretionary | ||
| Discretionary | 226 | 122.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 226 | 122.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.1 | |
| Total | 226 | 122.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FOG City Advisors LLC
✚
|
CA | 0.1 |
|
Aqua Capital Advisors LLC
✚
|
CA | 0.1 |
|
Lifeplan Financial LLC
✚
|
MN | 0.1 |
|
AEM Asset Management LLC
✚
|
NJ | 0.1 |
|
FIT Asset Management LLC
✚
|
CO | 0.1 |
|
Catalyst Investment Management LLC
✚
|
0.1 | |
|
Graver Capital Management LLC
✚
|
OH | 0.1 |
|
KULT Wealth Management Group LLC
✚
|
WI | 0.1 |
|
Symphony Wealth Management LLC
✚
|
0.1 | |
|
Hudson Heritage Capital Management Inc
✚
|
NY | 0.1 |