12 Squared
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,000,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
14
43% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$1,500,000
About
12 Squared provides portfolio management and financial planning to individuals (including high‑net‑worth clients), small corporations, pension and profit‑sharing plans, trusts, and estates. The firm manages most accounts on a percentage‑of‑assets basis and also accepts hourly engagements for focused advice and portfolio analysis.
The firm follows a long‑term, diversified approach built around a conservative core of open‑end mutual funds and an Investment Policy Statement tailored through client interviews and questionnaires. Research methods include charting, fundamental and technical analysis, and the firm may use a wide range of investment vehicles—closed‑end funds, ETFs, REITs, MLPs/LLPs, options and, for qualified clients, private equity or hedge funds—depending on client sophistication and needs.
Uncommonly for firms of its type, the brochure discloses relationships with business development companies and pooled investment vehicles as client types. The adviser is also a licensed insurance agent who may recommend and sell life insurance and annuities (earning commissions that the brochure says are typically a small fraction of total revenues), so commissions and insurance‑product compensation can occur alongside the firm’s primary AUM fee model.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Annuities
Fee options
Occasionally charges fixed, flat fees for particular services or solicited advice.
Commissions from insurance product sales, usually under 2% of total revenues; commissions are only compensation for those insurance sales.
Hourly rates range from $125 to $250.
Account minimum: $400,000 Fee-only: Hourly rate ranges from $125 to $250; fees are negotiable.
Main office location
12 Squared
Studio City CA, United States
Number of offices
1
Most active in
12 Squared has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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