{"url":"https://nivawealth.com/firms/capital-squared-financial-326861","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/326861","regulatoryAum":198700000,"crd":"326861","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7197507","suffix":null,"lastName":"De Silva","firstName":"Asitha","middleName":"Sanjeeva"},{"crd":"5716633","suffix":null,"lastName":"SELEZNEV","firstName":"ALEKSANDR","middleName":"S"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-03-28","regulatoryAum":122097788,"clients":69,"employees":3,"offices":1},{"filedOn":"2026-02-10","regulatoryAum":198700000,"clients":87,"employees":3,"offices":1}],"secFileNumber":"801-131530","legalName":"Capital Squared Financial LLC","displayName":"Capital Squared 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They include 53 high-net-worth individuals and 34 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Capital Squared Financial offer?","answer":"Capital Squared Financial provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Capital Squared Financial charge?","answer":"Capital Squared Financial charges 0.55%–0.75% a year for its Wealth Management Services. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.","source":"CSF ADV PART 2A/2B, filed 10 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Capital Squared Financial use?","answer":"Capital Squared Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $198M and Interactive Brokers LLC (Greenwich, CT), with $937K. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Capital Squared Financial have?","answer":"Capital Squared Financial has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Capital Squared Financial invest in?","answer":"At the end of its last fiscal year, Capital Squared Financial’s separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 6% other and 4% U.S. government and agency bonds. The 6% other category is described as: Residual Holdings Including Limited Cash and Cash Equivalents, U.S. Municipal Bonds, and Non-Exchange-Traded Equity Positions.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Capital Squared Financial?","answer":"Capital Squared Financial’s direct owners are Aleksandr Seleznev (75% or more) and Asitha De Silva (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 10 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Capital Squared Financial get paid?","answer":"Capital Squared Financial is paid through a percentage of assets under management and fixed fees. 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