Cathedral Square Capital

Cathedral Square Capital provides investment management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients) and plan sponsors such as corporate, governmental, and not‑for‑profit entities. The firm offers discretionary portfolio management and one‑time or ongoing financial planning, and it discloses retirement plan work that can include both 3(21) advisory and 3(38) discretionary fiduciary services.

The firm follows a goals‑based, fundamental investment process that uses Mean‑Variance Optimization to construct diversified portfolios and combines active and passive strategies with an emphasis on cost and tax efficiency. Portfolios are tailored to client objectives through written plans or Investment Policy Statements, and the firm does not advise on non‑traditional life insurance or direct investments in cryptocurrency.

Cathedral Square Capital operates as a solo practitioner practice while managing institutional and individual relationships — a relatively uncommon structure for a firm with its asset level and client types. The ADV also discloses the principal’s participation in industry events and related in‑kind benefits and notes the use of endorsements in its advertising; the firm additionally offers household billing for multi‑generational families, uses Betterment as a third‑party administrator for plan assets, and recently rebranded to do business as Cathedral Square Capital.