# ISQ Capital

> 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.

- CRD: 340355
- Filed as: ISQ CAPITAL
- Legal name: ISQ Capital LLC
- Also doing business as: ISQ, ISQ CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: King of Prussia, PA
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340355
- AdvisorCensus page: https://advisorcensus.com/firm/isq-capital-king-of-prussia-pa-340355

## Quick answers

**How is ISQ Capital compensated?**
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.

**How much does ISQ Capital charge?**
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.

**Where is ISQ Capital located?**
ISQ Capital's principal office is in King of Prussia, PA, according to its Form ADV.

**Is ISQ Capital registered with the SEC or a state?**
ISQ Capital is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340355.

**How much does ISQ Capital manage?**
ISQ Capital reports $0 in regulatory assets under management in its Form ADV filing dated February 2, 2026.

**Does ISQ Capital report any disciplinary disclosures?**
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

**What changed in ISQ Capital's recent Form ADV filings?**
In the March 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- 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

### Fees and minimums (Form ADV Part 2A brochure dated January 20, 2026)

- Flat fee: up to $20,000 (initial financial planning services)

> 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.

- Subscription: $10,000 a month (ongoing consulting services)

> 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).

- Subscription: $30,000 a quarter (ongoing consulting services)

> 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).

- Hourly rate: $2,000 an hour

> The negotiated hourly fee for these services is up to $2,000 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MD, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [isqcp.com](https://isqcp.com)

## Changes in the filing (last 12 months)

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ISQ Capital (CRD 340355): Form ADV filing data as of October 2026.