Capital Squared Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$198,700,000
Total clients
87
61% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
44
Average account size
$2,283,908
Client services
Fee options
Fixed fees for Project-Based Financial Planning range from $500 to $5,000, with $1,000 collected in advance for financial planning projects.
$500,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001+: 0.60%
$370 per hour for Project-Based Financial Planning.
Account minimum: $500,000 (negotiable in certain circumstances) Fee-only: Project-Based Financial Planning fixed fees range from $500 to $5,000; hourly rate is $370 per hour.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Capital Squared Financial LLC
1451 Rockville Pike, Suite 250
Rockville MD 20852, United States
Number of offices
1
Advisors at this firm
Alex S
CFP®, CFA®
Rockville, MD
Capital Squared Financial LLC
I specialize in helping clients with Tax-Efficient Retirement Planning and Investment Management. I can help you: (1) assess your overall retirement preparedness, (2) design an actionable and easy-to-understand plan to achieve your goals, (3) develop an investment strategy that matches your specific needs and preferences. Over the past 15 years in the wealth management industry, I had an opportunity to work at one of the most prominent investment management firms, a boutique firm that focused entirely on stock research and later at one of the top regional RIA firms. I also co-founded a wealth management group that was later acquired by a CPA firm. In his previous role as the Chief Investment Officer (CIO), I directed the management of over $350,000,000 in assets on a discretionary basis for over 150 individuals, families and trusts. I developed numerous financial plans for a diverse group of clients which gave me a deep understanding of what is needed to create a personalized and comprehensive plan. Visit our website to learn more: www.csqfinancial.com Schedule a free consultation: https://calendly.com/alex-seleznev-csf/csf-intro-meeting I look forward to talking with you!
Asitha D
CFA®, Series 65
Rockville, MD
Capital Squared Financial LLC
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