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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Wave alphaLegacy delta
- Established Date
- 07-21-2023
- Office Locations
- 1
Office Locations
About Capital Squared Financial LLC
Capital Squared Financial is a Rockville, MD fee-only fiduciary firm providing tax-efficient retirement planning, comprehensive financial planning, and ongoing investment management for individuals and families approaching or in retirement. The team emphasizes customized strategies over one-size-fits-all portfolios and can coordinate with clients’ attorneys and accountants. Founder Alex Seleznev (MBA, CFP, CFA) was named a 2024 Bethesda Magazine Top Financial Professional.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
ALEKSANDR S SELEZNEV
Chief Compliance Officer, President
- CRD
- #5716633
- Ownership
- 75% or more
Asitha Sanjeeva De Silva
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #7197507
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $198,700,000 | $712,186 |
| Non-Discretionary | $0 | -- |
| Total | $198,700,000 | $712,186 |
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Separately Managed Accounts
Total SMA Asset: $198,700,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,018,762,521 | 44.7% |
| Equity - Exchange | $487,754,703 | 10.8% |
| Other | $505,819,692 | 11.2% |
| U.S. Government/Agency | $1,503,910,334 | 33.3% |
| Total | $4,516,247,250 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK QUANTUM ELEMENT | ALPHA ALPHA | YYUFP9NTR | XYI | 10.43% | $91,262,159 |
| FOUNDATION ATLAS | FRONTIER SUMMIT | MXN3A7RR5 | FKVPI | 12.39% | $21,090,995 |
| OPTIMA MERIDIAN | RIDGE EMBER | UZVHW2FVG | BDKXC | 6.72% | $45,642,557 |
| TIMBER MOMENTUM CAPITAL | PIONEER EAGLE | 51KLOWS7U | YVGHJ | 3.17% | $54,808,210 |
| VECTOR DELTA | RADIAL TIMBER | 4KCOJOPPY | IPQQL | 7.72% | $33,017,357 |
| FUSION VITAL PIONEER | FOCUS EAGLE | ZGDH5KKSA | RAOB | 9.83% | $114,802,305 |
| EAGLE ELEMENT | VALUE BRIDGE | 3K45CO3US | PMBS | 7.54% | $28,483,500 |
| MOMENTUM INSIGHT | MERIDIAN VITAL | RGM9BW2C1 | EBO | 2.50% | $49,468,325 |