Capital Squared Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Capital Squared Financial serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and businesses with wealth management, investment management, and financial planning services. The firm operates as a fee‑only registered investment adviser and offers both ongoing planning as part of wealth management and project‑based financial planning engagements.
Its investment process uses modern portfolio theory and a mix of passive and active vehicles—primarily stocks, bonds, mutual funds, and ETFs—and can incorporate socially responsible (ESG) approaches on client request. Clients typically grant limited discretionary trading authority, may impose written investment restrictions, and the firm discloses specific billing and account‑handling practices, including pro‑rata treatment for significant account consolidations.
The firm is a two‑advisor practice with principals who hold CFP and CFA credentials and reports approximately $198.7 million in discretionary assets under management despite being founded recently. The brochure discloses an atypical background detail for a firm this size: the CIO previously managed a private digital asset fund that was liquidated in late 2025, and the firm requires clients to custody assets at selected custodians (Charles Schwab or Interactive Brokers), noting the custodians provide services that the firm uses.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees between $750 and $6,000 for project-based financial planning
Under $2M - $2,000,000: Evaluated individually, contact firm for details $2,000,000 - $5,000,000: 0.75% annually (flat, no brackets) $5,000,000 - $10,000,000: 0.65% annually (flat, no brackets) $10,000,000+: 0.55% annually (flat, no brackets)
$250 - $395 per hour for project-based financial planning
Account minimum: $2,000,000 Fee-only: Project-Based Financial Planning fees range from $750 to $6,000; hourly rates between $250 and $395
Main office
1451 Rockville Pike, Suite 250
Rockville MD 20852
Advisors at this office
2
Most active in
California · District of Columbia · Indiana · Maryland · New Hampshire · New Jersey · New York · North Carolina · Oregon · Pennsylvania · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Asitha D
CFA®, Series 65
Rockville, MD
Capital Squared Financial LLC
Asitha De Silva is a CFA® charterholder with six years of industry experience. He is an advisor at Capital Squared Financial LLC and has previously worked at Rock Den Advisors, Sweetbay Capital Management, UBS AG, and UBS Securities. Outside of his advisory role, he is a shareholder in MRQ Holdings, a property investment and charitable foundation in Sri Lanka. Capital Squared Financial serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with wealth management, investment management, and financial planning. The firm utilizes modern portfolio theory with a combination of passive and active investment vehicles and offers both ongoing and project-based financial planning in a fee-only registered investment adviser capacity.
Alex S
CFP®, CFA®
Rockville, MD
Capital Squared Financial LLC
I specialize in helping clients with Tax-Efficient Retirement Planning and Investment Management. I can help you: (1) assess your overall retirement preparedness, (2) design an actionable and easy-to-understand plan to achieve your goals, (3) develop an investment strategy that matches your specific needs and preferences. Over the past 15 years in the wealth management industry, I had an opportunity to work at one of the most prominent investment management firms, a boutique firm that focused entirely on stock research and later at one of the top regional RIA firms. I also co-founded a wealth management group that was later acquired by a CPA firm. In his previous role as the Chief Investment Officer (CIO), I directed the management of over $350,000,000 in assets on a discretionary basis for over 150 individuals, families and trusts. I developed numerous financial plans for a diverse group of clients which gave me a deep understanding of what is needed to create a personalized and comprehensive plan. Visit our website to learn more: www.csqfinancial.com Schedule a free consultation: https://scheduler.zoom.us/alex-seleznev/intro-meeting-with-alex-seleznev I look forward to talking with you!
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)