RIA IntelAdvisersArizonaD SQUARED CAPITAL MANAGEMENT, LLC

D SQUARED CAPITAL MANAGEMENT, LLC

Advisory

ORO VALLEY, AZ

Data as of Jan 16, 2019 · Source: SEC Form ADV

Average account
$104K
across 48 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 16, 2019.

Total AUM
$5M
Discretionary %
100%
Clients
20
Employees
1

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$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients20
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

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

AMERICAN WEALTH MANAGEMENT LLC
SCOTTSDALE, AZ
$5M
ROBOTIC TRADING ADVISORS, LLC
SCOTTSDALE, AZ
$5M
+26.3% 1Y
SKYMARK ADVISORS LLC
SUN CITY, AZ
$5M
AKKADIAN WEALTH LLC
SCOTTSDALE, AZ
$5M
STUDIOI, LLC
$5M
CHRIS HAYS WEALTH MANAGEMENT LLC
$5M

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