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CAPITAL SQUARED FINANCIAL LLC

CRD 326861 · SEC 801-131530

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1451 ROCKVILLE PIKE, SUITE 250, ROCKVILLE, MD, 20852, United States

Phone

240-600-1678

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$198.7M

Discretionary AUM

$198.7M

Team

3 total employees; 2 advisory reps; 34 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals34$183.3M
High net worth individuals53$14.9M

States served

CA, DC, IN, MD, NJ, NY, NC, OR, PA, VA, NH

All web addresses on file

Official SEC filing: View on IAPD