A complete list of active advisors currently associated with Capital Squared Financial LLC

Warmer can help you find a great advisor at Capital Squared Financial LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Capital Squared Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.