Cathedral Square Capital

Cathedral Square Capital provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and business entities. The firm also offers fiduciary retirement plan services (including 3(21) and 3(38) roles) and prepares written financial plans and investment policy statements to guide client work.

The firm follows a goals‑based, fundamental investing process that uses mean‑variance optimization to construct diversified portfolios from individual securities, ETFs, mutual funds, and closed‑end funds, and combines active and passive strategies with an emphasis on low‑cost passive implementation where appropriate. Portfolios and advice are tailored to each client’s objectives, risk tolerance, and time horizon, and the firm uses standard custodial relationships (including Charles Schwab) and documented agreements (IMA/IPS) to implement discretionary authority.

Noteworthy for its size and pace of growth, Cathedral Square Capital operates as a solo practice with one advisor managing about $86.8 million in discretionary assets, and the firm recently rebranded from its prior legal name. It discloses using endorsements in advertising, offers household billing for multigenerational families, and uses Betterment as the third‑party administrator for retirement plan custody and administration.