{
  "crd_number": 340355,
  "slug": "isq-capital-king-of-prussia-pa-340355",
  "primary_business_name": "ISQ CAPITAL",
  "legal_name": "ISQ CAPITAL LLC",
  "dbas": [
    "ISQ",
    "ISQ CAPITAL"
  ],
  "city": "King of Prussia",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-02-18",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-02-02",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum",
    "performance_based",
    "subscription"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MD",
    "PA"
  ],
  "websites": [
    "https://isqcp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340355",
  "city_as_filed": "KING OF PRUSSIA",
  "url": "https://advisorcensus.com/firm/isq-capital-king-of-prussia-pa-340355",
  "display_name": "ISQ Capital",
  "summary": "ISQ Capital is an SEC-registered investment advisory firm in King of Prussia, PA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.",
  "citation": "AdvisorCensus. ISQ Capital (CRD 340355): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Subscription fees (for a newsletter or periodical)",
    "Fixed fees (other than subscription fees)",
    "Commissions",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is ISQ Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), ISQ Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees); commissions; performance-based fees; other."
    },
    {
      "q": "How much does ISQ Capital charge?",
      "a": "Its Form ADV Part 2A brochure dated January 20, 2026 states: Flat fee: up to $20,000 (initial financial planning services); Subscription: $10,000 a month (ongoing consulting services); Subscription: $30,000 a quarter (ongoing consulting services); Hourly rate: $2,000 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is ISQ Capital located?",
      "a": "ISQ Capital's principal office is in King of Prussia, PA, according to its Form ADV."
    },
    {
      "q": "Is ISQ Capital registered with the SEC or a state?",
      "a": "ISQ Capital is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340355."
    },
    {
      "q": "How much does ISQ Capital manage?",
      "a": "ISQ Capital reports $0 in regulatory assets under management in its Form ADV filing dated February 2, 2026."
    },
    {
      "q": "Does ISQ Capital report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340355"
    },
    {
      "q": "What changed in ISQ Capital's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $20,000 (initial financial planning services)",
      "Subscription: $10,000 a month (ongoing consulting services)",
      "Subscription: $30,000 a quarter (ongoing consulting services)",
      "Hourly rate: $2,000 an hour"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $20,000 (initial financial planning services)"
        ],
        "quotes": [
          "The fixed fee for initial financial planning services is up to $20,000 and depends upon the complexity and scope of the plan, the client’s financial situation, and objectives."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $10,000 a month (ongoing consulting services)"
        ],
        "quotes": [
          "In the case that we agree to provide ongoing consulting services, the maximum flat consulting fee will be $10,000 per month ($30,000 per quarter, if billed on a quarterly basis)."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $30,000 a quarter (ongoing consulting services)"
        ],
        "quotes": [
          "In the case that we agree to provide ongoing consulting services, the maximum flat consulting fee will be $10,000 per month ($30,000 per quarter, if billed on a quarterly basis)."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $2,000 an hour"
        ],
        "quotes": [
          "The negotiated hourly fee for these services is up to $2,000 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 20000.0,
          "period": "one_time",
          "service": "initial financial planning services"
        },
        {
          "kind": "subscription",
          "amount": 10000.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "ongoing consulting services"
        },
        {
          "kind": "subscription",
          "amount": 30000.0,
          "min": null,
          "max": null,
          "period": "quarterly",
          "service": "ongoing consulting services"
        },
        {
          "kind": "hourly",
          "amount": 2000.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "these services"
        }
      ]
    },
    "quotes": [
      "The fixed fee for initial financial planning services is up to $20,000 and depends upon the complexity and scope of the plan, the client’s financial situation, and objectives.",
      "In the case that we agree to provide ongoing consulting services, the maximum flat consulting fee will be $10,000 per month ($30,000 per quarter, if billed on a quarterly basis).",
      "In the case that we agree to provide ongoing consulting services, the maximum flat consulting fee will be $10,000 per month ($30,000 per quarter, if billed on a quarterly basis).",
      "The negotiated hourly fee for these services is up to $2,000 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/isq-capital-king-of-prussia-pa-340355.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340355",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}