Asitha Silva is a CFA-designated registered investment advisor at Capital Squared Financial LLC, based in Rockville, MD, with 6 years of industry experience. Asitha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 87 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | Included |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
For prospective clients with under $2M in assets, Capital Squared Financial evaluates each situation individually. Contact them for details. Fees are negotiable.
Fee Estimator
Location
1451 Rockville Pike, Suite 250, Rockville, MD, 20852
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Asitha is a shareholder in MRQ Holdings, a property investment and charitable foundation in Sri Lanka. He has no duties within the company and devotes minimal time to this activity.
Employment History
Current Registrations
Capital Squared Financial LLC
Previous Registrations
Rock Den Advisors, LLC
Sweetbay Capital Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.