A complete list of active advisors currently associated with R Squared IV

Warmer can help you find a great advisor at R Squared IV or one who fits your needs even better.

R Squared IV is an independent investment advisory firm founded in 2025 that provides discretionary and non‑discretionary portfolio management to individuals, high‑net‑worth families, trusts, and small institutions. The firm’s brochure reports approximately $0 in assets under management as of its filing, indicating it is in an early operational stage. The firm emphasizes a quantitative, systematic investment process that creates unique multi‑factor models at the security level and combines trend‑following and mean‑reversion signals within a single modeling framework, with model scores monitored and implemented in real time. Strategies are typically executed using ETFs and index mutual funds and are customized to client objectives, risk tolerances, and periodic reviews. Distinctive features include the firm’s willingness to use performance‑based fee arrangements alongside asset‑based fees and explicit disclosure of side‑by‑side management and related mitigation practices. The brochure also highlights several operational policies that differ from many peers: the adviser is FINRA‑licensed and holds insurance licenses though the firm currently does not offer insurance products, employees are prohibited from trading for personal accounts, the firm does not vote client proxies, and it recommends a single institutional custodian while not taking custody of client assets.

To learn more about the advisors currently working at R Squared IV, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.