Louis Berger
Washington Square Capital Management · New York, New York
Louis Berger is a fee-only financial advisor at Washington Square Capital Management in New York, New York. Washington Square Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Washington Square Capital Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $90.4M across 142 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 5265166 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wsqcapital.com |
| Profile |
How Louis's firm compares
- Washington Square Capital Management's average account is about $637,000, from its Form ADV (assets managed divided by 142 accounts).
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Questions about Louis
Is Louis Berger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Louis holds no broker registration, and Washington Square Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Louis charge for financial advice?
Louis's firm, Washington Square Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Louis Berger based?
Louis Berger is based in New York, New York.
Is Louis Berger registered with the SEC?
Yes. Louis Berger is registered as an investment adviser representative in NY and TX (CRD 5265166), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Washington Square Capital Management manage?
Washington Square Capital Management reports $90.4M across 142 accounts in assets under management.
How do I contact Louis Berger?
Through Louis's website, www.wsqcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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