AdvisorCensus / Financial advisors / New York / New York / Washington Square Capital Management LLC
Washington Square Capital Management LLC
Filed as WASHINGTON SQUARE CAPITAL MANAGEMENT LLC
Washington Square Capital Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 24, 2026.
Quick answers
From the filingHow is Washington Square Capital Management LLC compensated?
On its Form ADV (Item 5.E, October 2026), Washington Square Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Washington Square Capital Management LLC charge?
Its Form ADV Part 2A brochure dated January 24, 2026 states: Flat fee: $1,000 to $5,000 (Financial Planning Fee); Hourly rate: $300 an hour (hours worked in the event of early termination). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Washington Square Capital Management LLC located?
Washington Square Capital Management LLC's principal office is in New York, NY, according to its Form ADV.
Is Washington Square Capital Management LLC registered with the SEC or a state?
Washington Square Capital Management LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 150335.
How much does Washington Square Capital Management LLC manage?
Washington Square Capital Management LLC reports $90,413,084 in regulatory assets under management in its Form ADV filing dated January 24, 2026 (94% discretionary).
How have Washington Square Capital Management LLC's assets and staff changed since 2021?
In the Form ADV data for Washington Square Capital Management LLC: Regulatory assets under management: $67,959,360 in the October 2021 data and $90,413,084 in the October 2026 data, up 33%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Washington Square Capital Management LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); high net worth individuals (20).
Which custodians does Washington Square Capital Management LLC use?
Washington Square Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Washington Square Capital Management LLC 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/150335
Does Washington Square Capital Management LLC state an account minimum?
Its Form ADV Part 2A brochure dated January 24, 2026 says: "Our minimum account size requirement is $100,000."
What changed in Washington Square Capital Management LLC's recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $81,865,053 to $90,413,084 (+10%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $100,000
The brochure's wording
Our minimum account size requirement is $100,000.
Flat fee: $1,000 to $5,000 (Financial Planning Fee)
The brochure's wording
Depending upon the complexity of the situation and the needs of the client, the fixed fee for these services will range between $1,000 and $5,000.
Hourly rate: $300 an hour (hours worked in the event of early termination)
The brochure's wording
In the event of early termination, the client will be billed for the hours worked at a rate of $300.00 per hour.
As stated in the firm's Form ADV Part 2A brochure dated January 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$90,413,084 as of October 2026, filing dated January 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Also doing business as
- WSQ CAPITAL
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (11 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $90,413,084 | 2 | January 24, 2026 |
| October 2025 | $81,865,053 | 2 | February 27, 2025 |
| October 2024 | $77,800,902 | 2 | January 30, 2024 |
| October 2023 | $75,499,999 | 2 | February 27, 2023 |
| October 2022 | $78,290,414 | 2 | February 25, 2022 |
| October 2021 | $67,959,360 | 2 | March 24, 2021 |
Regulatory assets under management: $67,959,360 in the October 2021 data and $90,413,084 in the October 2026 data, up 33%.
Total employees: 2 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $81,865,053 to $90,413,084 (+10%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Washington Square Capital Management LLC (CRD 150335): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/washington-square-capital-management-llc-new-york-ny-150335