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CAPITAL SQUARED FINANCIAL LLC

ROCKVILLE, MD · CRD 326861 · IAPD ↗ · csqfinancial.com · 240-600-1678

$198.7MRegulatory AUM
2Advisory reps
3Employees
34Clients
11-25Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2026 — CAPITAL SQUARED FINANCIAL LLC notice-filed in CA, IN, NC, NJ, NY, OR, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
March 2026 — CAPITAL SQUARED FINANCIAL LLC reported RAUM up 63% ($122.1M -> $198.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
April 2025 — CAPITAL SQUARED FINANCIAL LLC notice-filed in DC, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2024 — CAPITAL SQUARED FINANCIAL LLC (ROCKVILLE, MD) is newly SEC-registered with $108.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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