Capital Squared Financial at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 2 advisors are listed here; all hold the CFA.
- Its Form ADV reports 3 employees and 87 individual clients, 53 of them high net worth.
- Its average account is about $712,000 (assets it manages divided by its 279 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Rockville, Maryland |
|---|---|
| Website | csqfinancial.com |
| [email protected] | |
| Phone | (240) 600-1678 |
Questions about Capital Squared Financial
How is Capital Squared Financial paid?
Capital Squared Financial's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Capital Squared Financial have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Capital Squared Financial, and 2 hold the CFA.
What is the average account at Capital Squared Financial?
Capital Squared Financial's average account is about $712,000. That's the assets on its Form ADV divided by its 279 accounts.
Capital Squared Financial fees
Capital Squared Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $199 million |
| Individual clients | 34 |
| High-net-worth clients | 53 |
| Accounts managed | 279 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-131530) |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 326861 |