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X-SQUARE CAPITAL

GUAYNABO, PR · CRD 167237 · IAPD ↗ · 787-282-1621

$790.9MRegulatory AUM
7Advisory reps
7Employees
1Clients
0Planning clients
3Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — X-SQUARE CAPITAL reported RAUM up 28% ($616.9M -> $790.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — X-SQUARE CAPITAL now reports custody of client assets ($134.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — X-SQUARE CAPITAL crossed $500M in regulatory AUM ($423.6M -> $623.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
67
April 2024 — X-SQUARE CAPITAL reported RAUM up 48% ($286.9M -> $423.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.