Alex Seleznev
Capital Squared Financial · Rockville, Maryland
Alex Seleznev is a fee-only financial advisor at Capital Squared Financial in Rockville, Maryland, who holds the CFA, CFP and MBA credentials. Capital Squared Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Capital Squared Financial |
|---|---|
| Based in | Rockville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $198.7M across 279 accounts |
| Credentials | CFA · CFP · MBA |
| SEC registration | Investment adviser representative in MD, VA · CRD 5716633 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | csqfinancial.com |
| Profile |
How Alex's firm compares
- Capital Squared Financial's average account is about $712,000, from its Form ADV (assets managed divided by 279 accounts).
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Questions about Alex
Is Alex Seleznev a fee-only financial advisor?
Yes. Alex Seleznev is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alex's firm.
How does Alex charge for financial advice?
Alex's firm, Capital Squared Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Alex Seleznev based?
Alex Seleznev is based in Rockville, Maryland.
What credentials does Alex Seleznev hold?
Alex Seleznev holds the CFA, CFP and MBA credentials.
Is Alex Seleznev registered with the SEC?
Yes. Alex Seleznev is registered as an investment adviser representative in MD and VA (CRD 5716633), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Capital Squared Financial manage?
Capital Squared Financial reports $198.7M across 279 accounts in assets under management.
How do I contact Alex Seleznev?
Through Alex's website, csqfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockville
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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