# Missionsquare Wealth Management

> Missionsquare Wealth Management is an SEC-registered investment advisory firm in Washington, DC, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 27, 2026.

- CRD: 23189
- Filed as: MISSIONSQUARE WEALTH MANAGEMENT
- Legal name: Icma-RC Services, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Washington, DC
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/23189
- AdvisorCensus page: https://advisorcensus.com/firm/missionsquare-wealth-management-washington-dc-23189

## Quick answers

**How is Missionsquare Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Missionsquare Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Missionsquare Wealth Management located?**
Missionsquare Wealth Management's principal office is in Washington, DC, according to its Form ADV.

**Is Missionsquare Wealth Management registered with the SEC or a state?**
Missionsquare Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 23189.

**How much does Missionsquare Wealth Management manage?**
Missionsquare Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated July 27, 2026.

**Does Missionsquare Wealth Management report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/23189

**What changed in Missionsquare Wealth Management's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 208 total, 26 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/23189

### Websites listed on Form ADV (Item 1.I)
- missionsq.org
- missionsquare.com
- missionsquarewealth.com
- Facebook @missionsq
- Instagram @mission.square
- LinkedIn @missionsq
- YouTube @mission.square

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 31 to 26.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Missionsquare Wealth Management (CRD 23189): Form ADV filing data as of October 2026.