RIA Intel›Advisers›California›BRSQUARED L.L.C.

BRSQUARED L.L.C.

Advisory

CA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in CA
#4,345
of 5,480 advisers by AUM
Average account
$489K
across 37 accounts
AUM per adviser
$9M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM
$18M
Discretionary %
100%
Clients
14
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$18M
Discretionary AUM$18M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients14
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

RAISE FINANCIAL ADVISORS LLC
$18M
NAOMI RUTH MONSCHEIN
MODESTO, CA
$18M
-36.7% 1Y
PK WEALTH ADVISORS, LLC
SACRAMENTO, CA
$18M
OPEN SQUARE CAPITAL, LLC
$18M
FINANCIAL COUNSELING RESOURCES LLC
LOS ALAMITOS, CA
$18M
+10.4% 1Y
ELDER,RANDOLPH,ALAN
LOOMIS, CA
$18M

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