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KSQ FINANCIAL SERVICES LLC

Advisory

MA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in MA
#1,404
of 1,590 advisers by AUM
Average account
$315K
across 45 accounts
AUM per adviser
$14M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM
$14M
Discretionary %
100%
Clients
24
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$14M
Discretionary AUM$14M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients24
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

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

F-SQUARED ALTERNATIVE INVESTMENTS, LLC
WELLESLEY, MA
$14M
-20.9% 1Y
STARBOARD WEALTH MANAGEMENT, LLC
$14M
NORTHEAST EQUITY RESEARCH INC.
$14M
033 ASSET MANAGEMENT LLC
WALTHAM, MA
$14M
-79.3% 1Y
ESTUARY FINANCIAL LLC
$14M
NEW SHORE FINANCIAL LLC
WRENTHAM, MA
$14M

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