# 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.

- CRD: 150335
- Filed as: WASHINGTON SQUARE CAPITAL MANAGEMENT LLC
- Also doing business as: WSQ CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: January 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150335
- AdvisorCensus page: https://advisorcensus.com/firm/washington-square-capital-management-llc-new-york-ny-150335

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 24, 2026)

- Account minimum: $100,000

> Our minimum account size requirement is $100,000.

- Flat fee: $1,000 to $5,000 (Financial Planning Fee)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $90,413,084
- Discretionary: $85,429,124
- Non-discretionary: $4,983,960

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $8,064,076 |
| High net worth individuals | 20 | $82,349,008 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wsqcapital.com](https://wsqcapital.com)
- Facebook @wsqcapital
- LinkedIn @1180557
- X @wsqcapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $67,959,360 | 2 | March 24, 2021 |
| October 2022 | $78,290,414 | 2 | February 25, 2022 |
| October 2023 | $75,499,999 | 2 | February 27, 2023 |
| October 2024 | $77,800,902 | 2 | January 30, 2024 |
| October 2025 | $81,865,053 | 2 | February 27, 2025 |
| October 2026 | $90,413,084 | 2 | January 24, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $81,865,053 to $90,413,084 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Washington Square Capital Management LLC (CRD 150335): Form ADV filing data as of October 2026.