CAPITAL SQUARED FINANCIAL LLC
CRD #326861 SEC #801-131530 ROCKVILLE, MD 240-600-1678
SEC Registered
Total AUM
$122.1M
Discretionary
$122.1M
Employees
3
Clients
25
Accounts
226
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $122.1M | $122.1M | $0 | 3 | 22 |
| Oct 2024 | $108.6M | $108.6M | $0 | 2 | 12 |
DateMar 2025
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees3
Clients22
DateOct 2024
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees2
Clients12