Subir Grewal
Washington Square Capital Management · Tulsa, Oklahoma
Subir Grewal is a fee-only financial advisor at Washington Square Capital Management in Tulsa, Oklahoma, who holds the CFP and CFA credentials. 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 | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $90.4M across 142 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NY, OK · CRD 5135856 |
| Exams passed | Series 65 (2016) · Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wsqcapital.com |
| Profile |
How Subir'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 Subir
Is Subir Grewal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Subir 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 Subir charge for financial advice?
Subir's firm, Washington Square Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Subir Grewal based?
Subir Grewal is based in Tulsa, Oklahoma.
What credentials does Subir Grewal hold?
Subir Grewal holds the CFP and CFA credentials.
Is Subir Grewal registered with the SEC?
Yes. Subir Grewal is registered as an investment adviser representative in NY and OK (CRD 5135856), 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 Subir Grewal?
Through Subir'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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