Falists
← Back to search

SQUARE ADVISORS, LLC

CRD 160578 · SEC 801-74309

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

Visit website

C/O SQUARE CAPITAL LLP, 1 CORK STREET MEWS, LONDON, W1S 3BL, United Kingdom

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$295.5M

Discretionary AUM

$78.8M

Team

1 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

    FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.

  • Better Business Bureau →

    Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersRESEARCH AND DUE DILIGENCE SERVICES

Client types

TypeClientsAUM
High net worth individuals5$78.8M

All web addresses on file

Official SEC filing: View on IAPD