# KSQ Financial Services LLC

> KSQ Financial Services LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 333285
- Filed as: KSQ FINANCIAL SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333285
- AdvisorCensus page: https://advisorcensus.com/firm/ksq-financial-services-llc-333285

## Quick answers

**How is KSQ Financial Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), KSQ Financial Services LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is KSQ Financial Services LLC registered with the SEC or a state?**
KSQ Financial Services LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333285.

**How much does KSQ Financial Services LLC manage?**
KSQ Financial Services LLC reports $14,181,521 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does KSQ Financial Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); high net worth individuals (2).

**Does KSQ Financial Services LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333285

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $14,181,521
- Discretionary: $14,181,521
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $11,122,393 |
| High net worth individuals | 2 | $3,059,128 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KSQ Financial Services LLC (CRD 333285): Form ADV filing data as of October 2026.